Convergence Investment Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.84M | Buy |
+48,412
| New | +$1.69M | 0.17% | 168 |
|
|
2025
Q4 | – | Sell |
-18,959
| Closed | -$959K | – | 274 |
|
|
2025
Q3 | $959K | Buy |
18,959
+53
| +0.3% | +$2.8K | 0.22% | 165 |
|
|
2025
Q2 | $1.04M | Sell |
18,906
-3,003
| -14% | -$173K | 0.26% | 142 |
|
|
2025
Q1 | $1.2M | Sell |
21,909
-227
| -1% | -$12.1K | 0.33% | 104 |
|
|
2024
Q4 | $1.17M | Sell |
22,136
-246
| -1% | -$14.5K | 0.26% | 134 |
|
|
2024
Q3 | $1.42M | Sell |
22,382
-7,168
| -24% | -$427K | 0.38% | 81 |
|
|
2024
Q2 | $1.6M | Buy |
29,550
+22
| +0.1% | +$1.09K | 0.47% | 60 |
|
|
2024
Q1 | $1.45M | Sell |
29,528
-260
| -0.9% | -$12.4K | 0.56% | 55 |
|
|
2023
Q4 | $1.44M | Buy |
29,788
+3,559
| +14% | +$159K | 0.75% | 42 |
|
|
2023
Q3 | $1.13M | Buy |
26,229
+2,390
| +10% | +$88.2K | 0.67% | 55 |
|
|
2023
Q2 | $760K | Sell |
23,839
-12,283
| -34% | -$397K | 0.44% | 77 |
|
|
2023
Q1 | $1.27M | Buy |
36,122
+90
| +0.2% | +$3.33K | 0.75% | 45 |
|
|
2022
Q4 | $1.32M | Buy |
36,032
+412
| +1% | +$16.7K | 0.78% | 43 |
|
|
2022
Q3 | $1.51M | Sell |
35,620
-11,297
| -24% | -$478K | 0.99% | 32 |
|
|
2022
Q2 | $1.66M | Sell |
46,917
-13,789
| -23% | -$426K | 1% | 28 |
|
|
2022
Q1 | $1.58M | Buy |
60,706
+3,097
| +5% | +$75.2K | 0.82% | 42 |
|
|
2021
Q4 | $1.36M | Sell |
57,609
-440
| -0.8% | -$10.7K | 0.69% | 55 |
|
|
2021
Q3 | $1.45M | Sell |
58,049
-16,679
| -22% | -$416K | 0.78% | 43 |
|
|
2021
Q2 | $1.75M | Sell |
74,728
-971
| -1% | -$23K | 0.75% | 49 |
|
|
2021
Q1 | $1.65M | Sell |
75,699
-2,764
| -4% | -$52.2K | 0.75% | 49 |
|
|
2020
Q4 | $1.24M | Buy |
78,463
+33,708
| +75% | +$582K | 0.63% | 56 |
|
|
2020
Q3 | $729K | Buy |
44,755
+3,559
| +9% | +$52.3K | 0.25% | 140 |
|
|
2020
Q2 | $588K | Buy |
41,196
+11,010
| +36% | +$174K | 0.2% | 164 |
|
|
2020
Q1 | $425K | Sell |
30,186
-6,823
| -18% | -$143K | 0.19% | 165 |
|
|
2019
Q4 | $869K | Buy |
+37,009
| New | +$889K | 0.25% | 150 |
|
|
2019
Q2 | – | Sell |
-27,879
| Closed | -$667K | – | 343 |
|
|
2019
Q1 | $667K | Sell |
27,879
-49,526
| -64% | -$1.22M | 0.15% | 182 |
|
|
2018
Q4 | $1.96M | Buy |
77,405
+2,576
| +3% | +$68.8K | 0.45% | 75 |
|
|
2018
Q3 | $1.93M | Buy |
74,829
+53,228
| +246% | +$1.35M | 0.39% | 92 |
|
|
2018
Q2 | $492K | Buy |
21,601
+21,550
| +42,255% | +$572K | 0.07% | 260 |
|
|
2018
Q1 | $1K | Sell |
51
-62,600
| -100% | -$1.65M | ﹤0.01% | 989 |
|
|
2017
Q4 | $1.64M | Buy |
62,651
+6,620
| +12% | +$172K | 0.22% | 164 |
|
|
2017
Q3 | $1.48M | Buy |
+56,031
| New | +$1.63M | 0.21% | 183 |
|
Other funds holding HRB
Convergence Investment Partners's HRB Position: Q2 2026 in Review
Convergence Investment Partners opened a new position in H&R Block (HRB) in Q2 2026: 48,412 shares worth $1.84M. The stake represents 0.17% of the portfolio and ranks #168 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in HRB as recently as Q3 2025.
Convergence Investment Partners first reported a position in HRB in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.96M in Q4 2018. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Convergence Investment Partners held 48,412 shares of H&R Block worth $1.84M as of Q2 2026.
- H&R Block was a new Convergence Investment Partners position in Q2 2026.
- H&R Block made up 0.17% of Convergence Investment Partners's portfolio in Q2 2026, its #168 holding.
- Convergence Investment Partners first reported a position in H&R Block in Q3 2017 and has held it in 32 quarters since.
- Convergence Investment Partners's H&R Block position peaked at $1.96M in Q4 2018.
- 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.