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Convergence Financial’s H&R Block HRB Stock Holding History

Convergence Financial’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$366K Buy
11,540
+989
+9% +$34.5K 0.04% 170
2025
Q4 		$460K Buy
10,551
+60
+0.6% +$2.81K 0.07% 129
2025
Q3 		$531K Buy
10,491
+2,973
+40% +$157K 0.08% 121
2025
Q2 		$413K Buy
7,518
+3,038
+68% +$175K 0.07% 130
2025
Q1 		$246K Buy
+4,480
New +$239K 0.05% 153

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Financial's HRB Position: Q1 2026 in Review

Convergence Financial increased its H&R Block (HRB) stake by 9.4% in Q1 2026, buying an estimated $34.5K and bringing the position to 11,540 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #170.

Convergence Financial first reported a position in HRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $531K in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Convergence Financial held 11,540 shares of H&R Block worth $366K as of Q1 2026.
  • Convergence Financial bought 989 H&R Block shares in Q1 2026, an estimated $34.5K.
  • H&R Block made up 0.04% of Convergence Financial's portfolio in Q1 2026, its #170 holding.
  • Convergence Financial first reported a position in H&R Block in Q1 2025 and has held it in 5 quarters since.
  • Convergence Financial's H&R Block position peaked at $531K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.