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 $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 $3.38T AUM 44.17% 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

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.