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Crawford Investment Counsel’s H&R Block HRB Stock Holding History

Crawford Investment Counsel’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 		$4.7M Buy
123,450
+952
+0.8% +$33.2K 0.08% 168
2026
Q1 		$3.89M Buy
122,498
+21,062
+21% +$734K 0.07% 167
2025
Q4 		$4.42M Buy
101,436
+311
+0.3% +$14.5K 0.07% 163
2025
Q3 		$5.11M Buy
101,125
+121
+0.1% +$6.39K 0.08% 151
2025
Q2 		$5.54M Sell
101,004
-2,674
-3% -$154K 0.1% 141
2025
Q1 		$5.69M Buy
103,678
+2,261
+2% +$121K 0.1% 144
2024
Q4 		$5.36M Buy
101,417
+1,741
+2% +$102K 0.1% 149
2024
Q3 		$6.33M Sell
99,676
-1,101
-1% -$65.6K 0.11% 137
2024
Q2 		$5.47M Sell
100,777
-8,552
-8% -$426K 0.1% 133
2024
Q1 		$5.37M Sell
109,329
-6,211
-5% -$295K 0.1% 129
2023
Q4 		$5.59M Buy
115,540
+3,516
+3% +$157K 0.11% 121
2023
Q3 		$4.82M Buy
112,024
+89,572
+399% +$3.31M 0.1% 127
2023
Q2 		$716K Buy
22,452
+1,860
+9% +$60.1K 0.01% 203
2023
Q1 		$726K Buy
20,592
+3,570
+21% +$132K 0.02% 203
2022
Q4 		$621K Sell
17,022
-3,148
-16% -$128K 0.01% 214
2022
Q3 		$858K Sell
20,170
-3,945
-16% -$167K 0.02% 193
2022
Q2 		$852K Sell
24,115
-4,750
-16% -$147K 0.02% 202
2022
Q1 		$752K Buy
28,865
+1,725
+6% +$41.9K 0.01% 210
2021
Q4 		$639K Hold
27,140
– – 0.01% 218
2021
Q3 		$679K Buy
27,140
+900
+3% +$22.4K 0.01% 209
2021
Q2 		$616K Buy
+26,240
New +$621K 0.01% 222

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crawford Investment Counsel's HRB Position: Q2 2026 in Review

Crawford Investment Counsel increased its H&R Block (HRB) stake by 0.78% in Q2 2026, buying an estimated $33.2K and bringing the position to 123,450 shares worth $4.7M. The position accounts for 0.08% of the portfolio, ranked #168.

Crawford Investment Counsel first reported a position in HRB in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.33M in Q3 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Crawford Investment Counsel held 123,450 shares of H&R Block worth $4.7M as of Q2 2026.
  • Crawford Investment Counsel bought 952 H&R Block shares in Q2 2026, an estimated $33.2K.
  • H&R Block made up 0.08% of Crawford Investment Counsel's portfolio in Q2 2026, its #168 holding.
  • Crawford Investment Counsel first reported a position in H&R Block in Q2 2021 and has held it in 21 quarters since.
  • Crawford Investment Counsel's H&R Block position peaked at $6.33M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.