Covestor
HRB icon

Covestor’s H&R Block HRB Stock Holding History

Covestor’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
Q3 		$113K Sell
2,760
-1,689
-38% -$76.9K 0.07% 293
2026
Q2 		$170K Buy
4,449
+2,203
+98% +$76.8K 0.1% 166
2026
Q1 		$71K Buy
2,246
+177
+9% +$6.17K 0.05% 474
2025
Q4 		$91K Buy
2,069
+670
+48% +$31.3K 0.05% 621
2025
Q3 		$71K Buy
1,399
+286
+26% +$15.1K 0.04% 742
2025
Q2 		$61K Sell
1,113
-243
-18% -$14K 0.04% 809
2025
Q1 		$75K Buy
1,356
+243
+22% +$13K 0.05% 651
2024
Q4 		$59K Sell
1,113
-105
-9% -$6.17K 0.04% 784
2024
Q3 		$77K Sell
1,218
-664
-35% -$39.6K 0.05% 667
2024
Q2 		$102K Buy
1,882
+111
+6% +$5.53K 0.07% 474
2024
Q1 		$87K Sell
1,771
-210
-11% -$10K 0.06% 624
2023
Q4 		$96K Sell
1,981
-3,396
-63% -$151K 0.07% 520
2023
Q3 		$232K Buy
5,377
+1,592
+42% +$58.8K 0.17% 76
2023
Q2 		$121K Buy
3,785
+622
+20% +$20.1K 0.09% 332
2023
Q1 		$112K Buy
3,163
+1,546
+96% +$57.2K 0.1% 319
2022
Q4 		$59K Buy
1,617
+1,363
+537% +$55.4K 0.05% 657
2022
Q3 		$11K Sell
254
-158
-38% -$6.69K 0.01% 1224
2022
Q2 		$15K Sell
412
-3,466
-89% -$107K 0.01% 1057
2022
Q1 		$101K Sell
3,878
-1,763
-31% -$42.8K 0.07% 497
2021
Q4 		$133K Buy
+5,641
New +$137K 0.19% 75

Other funds holding HRB

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Covestor's HRB Position: Q3 2026 in Review

Covestor reduced its H&R Block (HRB) stake by 38% in Q3 2026, selling an estimated $76.9K and leaving 2,760 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #293.

Covestor first reported a position in HRB in Q4 2021 and has held it in 20 quarters since. The position peaked at $232K in Q3 2023. 176 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Covestor held 2,760 shares of H&R Block worth $113K as of Q3 2026.
  • Covestor sold 1,689 H&R Block shares in Q3 2026, an estimated $76.9K.
  • H&R Block made up 0.07% of Covestor's portfolio in Q3 2026, its #293 holding.
  • Covestor first reported a position in H&R Block in Q4 2021 and has held it in 20 quarters since.
  • Covestor's H&R Block position peaked at $232K in Q3 2023.
  • 176 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.