CRC
HRB icon

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
2016
Q4 		– Sell
-158,000
Closed -$3.66M – 509
2016
Q3 		$3.66M Buy
+158,000
New +$3.7M 0.2% 131

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
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.