Cunning Capital Partners’s H&R Block HRB Stock Holding History

Cunning Capital Partners’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	$1.19M	Hold	37,360	–	–	0.6%	48
2025 Q4	$1.63M	Hold	37,360	–	–	0.75%	45
2025 Q3	$1.89M	Hold	37,360	–	–	0.88%	42
2025 Q2	$2.05M	Hold	37,360	–	–	1.07%	40
2025 Q1	$2.05M	Sell	37,360 -215	-0.6%	-$11.5K	1.31%	35
2024 Q4	$1.99M	Hold	37,575	–	–	1.19%	39
2024 Q3	$2.39M	Hold	37,575	–	–	1.25%	27
2024 Q2	$2.04M	Hold	37,575	–	–	1.14%	30
2024 Q1	$1.84M	Hold	37,575	–	–	1.02%	43
2023 Q4	$1.82M	Hold	37,575	–	–	1.13%	38
2023 Q3	$1.62M	Buy	+37,575	New	+$1.39M	1.06%	40
2023 Q2	–	Sell	-37,575	Closed	-$1.21M	–	82
2023 Q1	$1.32M	Hold	37,575	–	–	0.9%	67
2022 Q4	$1.37M	Hold	37,575	–	–	0.97%	67
2022 Q3	$1.6M	Sell	37,575 -9,790	-21%	-$414K	1.27%	24
2022 Q2	$1.67M	Buy	+47,365	New	+$1.46M	1.29%	19

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cunning Capital Partners's HRB Position: Q1 2026 in Review

Cunning Capital Partners held its H&R Block (HRB) position steady in Q1 2026 at 37,360 shares worth $1.19M. The position accounts for 0.6% of the portfolio, ranked #48.

Cunning Capital Partners first reported a position in HRB in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Cunning Capital Partners held 37,360 shares of H&R Block worth $1.19M as of Q1 2026.
Cunning Capital Partners left its H&R Block share count unchanged in Q1 2026.
H&R Block made up 0.6% of Cunning Capital Partners's portfolio in Q1 2026, its #48 holding.
Cunning Capital Partners first reported a position in H&R Block in Q2 2022 and has held it in 15 quarters since.
Cunning Capital Partners's H&R Block position peaked at $2.39M in Q3 2024.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Cunning Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.