CX Institutional’s H&R Block HRB Stock Holding History

CX Institutional’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 Q3	$438K	Buy	10,724 +786	+8%	+$35.8K	0.01%	508
2026 Q2	$378K	Buy	9,938 +205	+2%	+$7.14K	0.01%	545
2026 Q1	$309K	Buy	+9,733	New	+$339K	0.01%	595
2025 Q4	–	Sell	-28	Closed	-$1K	–	1553
2025 Q3	$1K	Hold	28	–	–	﹤0.01%	1346
2025 Q2	$2K	Hold	28	–	–	﹤0.01%	1150
2025 Q1	$2K	Buy	+28	New	+$1.5K	﹤0.01%	1141
2022 Q3	–	Sell	-30	Closed	-$1K	–	769
2022 Q2	$1K	Buy	+30	New	+$926	﹤0.01%	1143
2021 Q4	–	Sell	-30	Closed	-$1K	–	595
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	938
2021 Q2	$1K	Buy	+30	New	+$710	﹤0.01%	938
2020 Q4	–	Sell	-1,008	Closed	-$16K	–	874
2020 Q3	$16K	Buy	1,008 +41	+4%	+$603	﹤0.01%	591
2020 Q2	$14K	Hold	967	–	–	﹤0.01%	510
2020 Q1	$14K	Buy	+967	New	+$20.3K	﹤0.01%	420
2019 Q4	–	Sell	-65,293	Closed	-$1.54M	–	750
2019 Q3	$1.54M	Buy	65,293 +65,265	+233,089%	+$1.73M	0.25%	97
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	854
2019 Q1	$1K	Buy	+28	New	+$688	﹤0.01%	748

Other funds holding HRB

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional's HRB Position: Q3 2026 in Review

CX Institutional increased its H&R Block (HRB) stake by 7.9% in Q3 2026, buying an estimated $35.8K and bringing the position to 10,724 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #508.

CX Institutional first reported a position in HRB in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2019. 139 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

CX Institutional held 10,724 shares of H&R Block worth $438K as of Q3 2026.
CX Institutional bought 786 H&R Block shares in Q3 2026, an estimated $35.8K.
H&R Block made up 0.01% of CX Institutional's portfolio in Q3 2026, its #508 holding.
CX Institutional first reported a position in H&R Block in Q1 2019 and has held it in 15 quarters since.
CX Institutional's H&R Block position peaked at $1.54M in Q3 2019.
139 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.