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 Q2	–	Sell	-11,540	Closed	-$366K	–	281
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Convergence Financial's HRB Position: Q2 2026 in Review

Convergence Financial sold out of H&R Block (HRB) in Q2 2026, closing a stake of 11,540 shares — an estimated $366K sold.

Convergence Financial first reported a position in HRB in Q1 2025 and held it in 5 quarters. The position peaked at $531K in Q3 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Convergence Financial reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Convergence Financial sold 11,540 H&R Block shares in Q2 2026, an estimated $366K.
Convergence Financial first reported a position in H&R Block in Q1 2025 and held it in 5 quarters.
Convergence Financial's H&R Block position peaked at $531K in Q3 2025.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.