CoreCap Advisors’s H&R Block HRB Stock Holding History

CoreCap Advisors’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	$1.37K	Sell	36 -160	-82%	-$5.58K	﹤0.01%	2629
2026 Q1	$6.22K	Buy	196 +191	+3,820%	+$6.66K	﹤0.01%	2124
2025 Q4	$218	Hold	5	–	–	﹤0.01%	2806
2025 Q3	$253	Buy	+5	New	+$264	﹤0.01%	2645
2025 Q2	–	Sell	-143	Closed	-$7.85K	–	2975
2025 Q1	$7.85K	Buy	143 +139	+3,475%	+$7.43K	﹤0.01%	1924
2024 Q4	$211	Hold	4	–	–	﹤0.01%	2719
2024 Q3	$254	Buy	+4	New	+$238	﹤0.01%	2462
2024 Q2	–	Sell	-403	Closed	-$19.8K	–	2032
2024 Q1	$19.8K	Buy	+403	New	+$19.1K	﹤0.01%	1484
2022 Q4	$61.6K	Buy	+1,686	New	+$68.5K	﹤0.01%	923
2022 Q3	–	Sell	-1,321	Closed	-$47K	–	1196
2022 Q2	$47K	Buy	+1,321	New	+$40.8K	﹤0.01%	964
2022 Q1	–	Sell	-1,880	Closed	-$44K	–	1206
2021 Q4	$44K	Buy	+1,880	New	+$45.6K	﹤0.01%	1034

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

CoreCap Advisors's HRB Position: Q2 2026 in Review

CoreCap Advisors reduced its H&R Block (HRB) stake by 82% in Q2 2026, selling an estimated $5.58K and leaving 36 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

CoreCap Advisors first reported a position in HRB in Q4 2021 and has held it in 11 quarters since. The position peaked at $61.6K in Q4 2022. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

CoreCap Advisors held 36 shares of H&R Block worth $1.37K as of Q2 2026.
CoreCap Advisors sold 160 H&R Block shares in Q2 2026, an estimated $5.58K.
H&R Block made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2629 holding.
CoreCap Advisors first reported a position in H&R Block in Q4 2021 and has held it in 11 quarters since.
CoreCap Advisors's H&R Block position peaked at $61.6K in Q4 2022.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.