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 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 $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

Curi RMB Capital's HRB Position: Q1 2026 in Review

Curi RMB Capital increased its H&R Block (HRB) stake by 0.33% in Q1 2026, buying an estimated $1.36K and bringing the position to 11,757 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #676.

Curi RMB Capital first reported a position in HRB in Q2 2023 and has held it in 11 quarters since. The position peaked at $739K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Curi RMB Capital held 11,757 shares of H&R Block worth $373K as of Q1 2026.
Curi RMB Capital bought 39 H&R Block shares in Q1 2026, an estimated $1.36K.
H&R Block made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #676 holding.
Curi RMB Capital first reported a position in H&R Block in Q2 2023 and has held it in 11 quarters since.
Curi RMB Capital's H&R Block position peaked at $739K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.