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Cromwell Holdings’s H&R Block HRB Stock Holding History

Cromwell Holdings’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 		$924 Hold
24
– – ﹤0.01% 986
2026
Q1 		$762 Buy
+24
New +$836 ﹤0.01% 912
2025
Q4 		– Sell
-16
Closed -$816 – 1022
2025
Q3 		$816 Hold
16
– – ﹤0.01% 872
2025
Q2 		$884 Buy
+16
New +$924 ﹤0.01% 837

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

Cromwell Holdings's HRB Position: Q2 2026 in Review

Cromwell Holdings held its H&R Block (HRB) position steady in Q2 2026 at 24 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Cromwell Holdings first reported a position in HRB in Q2 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cromwell Holdings held 24 shares of H&R Block worth $924 as of Q2 2026.
  • Cromwell Holdings left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #986 holding.
  • Cromwell Holdings first reported a position in H&R Block in Q2 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.