C
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
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% -$9.98K 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

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

Covestor's HRB Position: Q1 2026 in Review

Covestor increased its H&R Block (HRB) stake by 8.6% in Q1 2026, buying an estimated $6.17K and bringing the position to 2,246 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #474.

Covestor first reported a position in HRB in Q4 2021 and has held it in 18 quarters since. The position peaked at $232K in Q3 2023. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Covestor held 2,246 shares of H&R Block worth $71K as of Q1 2026.
  • Covestor bought 177 H&R Block shares in Q1 2026, an estimated $6.17K.
  • H&R Block made up 0.05% of Covestor's portfolio in Q1 2026, its #474 holding.
  • Covestor first reported a position in H&R Block in Q4 2021 and has held it in 18 quarters since.
  • Covestor's H&R Block position peaked at $232K in Q3 2023.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.