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Corient IA’s H&R Block HRB Stock Holding History

Corient IA’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 		$112K Buy
+3,540
New +$123K 0.11% 252
2025
Q4 		– Sell
-4,000
Closed -$202K – 225
2025
Q3 		$202K Hold
4,000
– – 0.15% 231
2025
Q2 		$220K Hold
4,000
– – 0.13% 280
2025
Q1 		$220K Buy
+4,000
New +$214K 0.16% 260

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

Corient IA's HRB Position: Q1 2026 in Review

Corient IA opened a new position in H&R Block (HRB) in Q1 2026: 3,540 shares worth $112K. The stake represents 0.11% of the portfolio and ranks #252 among its holdings. This is a return to the name: Corient IA previously reported a position in HRB as recently as Q3 2025.

Corient IA first reported a position in HRB in Q1 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Corient IA held 3,540 shares of H&R Block worth $112K as of Q1 2026.
  • H&R Block was a new Corient IA position in Q1 2026.
  • H&R Block made up 0.11% of Corient IA's portfolio in Q1 2026, its #252 holding.
  • Corient IA first reported a position in H&R Block in Q1 2025 and has held it in 4 quarters since.
  • Corient IA's H&R Block position peaked at $220K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.