Dark Forest Capital Management’s H&R Block HRB Stock Holding History

Dark Forest Capital Management’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	$782K	Buy	+20,541	New	+$716K	0.05%	560
2025 Q4	–	Sell	-16,777	Closed	-$848K	–	1143
2025 Q3	$848K	Buy	+16,777	New	+$887K	0.03%	797
2024 Q4	–	Sell	-3,217	Closed	-$204K	–	1109
2024 Q3	$204K	Buy	+3,217	New	+$192K	0.03%	864
2024 Q2	–	Sell	-7,808	Closed	-$383K	–	759
2024 Q1	$383K	Buy	+7,808	New	+$371K	0.06%	378
2023 Q4	–	Sell	-52,814	Closed	-$2.27M	–	761
2023 Q3	$2.27M	Buy	+52,814	New	+$1.95M	0.18%	97
2023 Q1	–	Sell	-1,356	Closed	-$49.5K	–	1301
2022 Q4	$49.5K	Buy	+1,356	New	+$55.1K	0.01%	416
2021 Q3	–	Sell	-2,732	Closed	-$64K	–	1386
2021 Q2	$64K	Buy	+2,732	New	+$64.7K	0.03%	410

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dark Forest Capital Management's HRB Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 20,541 shares worth $782K. The stake represents 0.05% of the portfolio and ranks #560 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in HRB as recently as Q3 2025.

Dark Forest Capital Management first reported a position in HRB in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2023. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Dark Forest Capital Management held 20,541 shares of H&R Block worth $782K as of Q2 2026.
H&R Block was a new Dark Forest Capital Management position in Q2 2026.
H&R Block made up 0.05% of Dark Forest Capital Management's portfolio in Q2 2026, its #560 holding.
Dark Forest Capital Management first reported a position in H&R Block in Q2 2021 and has held it in 7 quarters since.
Dark Forest Capital Management's H&R Block position peaked at $2.27M in Q3 2023.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.