Curi RMB Capital’s H&R Block HRB Stock Holding History

Curi RMB Capital’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	$584K	Buy	15,342 +3,585	+30%	+$125K	0.01%	569
2026 Q1	$373K	Buy	11,757 +39	+0.3%	+$1.36K	0.01%	676
2025 Q4	$516K	Sell	11,718 -142	-1%	-$6.64K	0.01%	598
2025 Q3	$605K	Buy	11,860 +149	+1%	+$7.87K	0.01%	488
2025 Q2	$647K	Buy	+11,711	New	+$676K	0.01%	475
2025 Q1	–	Sell	-11,632	Closed	-$615K	–	501
2024 Q4	$615K	Hold	11,632	–	–	0.01%	385
2024 Q3	$739K	Hold	11,632	–	–	0.02%	379
2024 Q2	$631K	Hold	11,632	–	–	0.02%	388
2024 Q1	$571K	Hold	11,632	–	–	0.01%	422
2023 Q4	$563K	Hold	11,632	–	–	0.02%	374
2023 Q3	$501K	Hold	11,632	–	–	0.02%	373
2023 Q2	$371K	Buy	+11,632	New	+$376K	0.01%	408

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curi RMB Capital's HRB Position: Q2 2026 in Review

Curi RMB Capital increased its H&R Block (HRB) stake by 30% in Q2 2026, buying an estimated $125K and bringing the position to 15,342 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #569.

Curi RMB Capital first reported a position in HRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $739K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Curi RMB Capital held 15,342 shares of H&R Block worth $584K as of Q2 2026.
Curi RMB Capital bought 3,585 H&R Block shares in Q2 2026, an estimated $125K.
H&R Block made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #569 holding.
Curi RMB Capital first reported a position in H&R Block in Q2 2023 and has held it in 12 quarters since.
Curi RMB Capital's H&R Block position peaked at $739K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.