CFO
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CVA Family Office’s H&R Block HRB Stock Holding History

CVA Family Office’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 		$2.89K Hold
76
– – ﹤0.01% 1441
2026
Q1 		$2.41K Buy
76
+35
+85% +$1.22K ﹤0.01% 1468
2025
Q4 		$1.79K Hold
41
– – ﹤0.01% 1014
2025
Q3 		$2.07K Hold
41
– – ﹤0.01% 998
2025
Q2 		$2.25K Hold
41
– – ﹤0.01% 979
2025
Q1 		$2.25K Hold
41
– – ﹤0.01% 991
2024
Q4 		$2.17K Hold
41
– – ﹤0.01% 978
2024
Q3 		$2.61K Hold
41
– – ﹤0.01% 943
2024
Q2 		$2.22K Buy
+41
New +$2.04K ﹤0.01% 936

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

CVA Family Office's HRB Position: Q2 2026 in Review

CVA Family Office held its H&R Block (HRB) position steady in Q2 2026 at 76 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

CVA Family Office first reported a position in HRB in Q2 2024 and has held it in 9 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • CVA Family Office held 76 shares of H&R Block worth $2.89K as of Q2 2026.
  • CVA Family Office left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1441 holding.
  • CVA Family Office first reported a position in H&R Block in Q2 2024 and has held it in 9 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.