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

DGS 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
Q1 		$387K Buy
12,199
+6,489
+114% +$226K 0.06% 310
2025
Q4 		$249K Sell
5,710
-66
-1% -$3.08K 0.04% 384
2025
Q3 		$292K Buy
5,776
+486
+9% +$25.7K 0.05% 291
2025
Q2 		$290K Sell
5,290
-94
-2% -$5.43K 0.06% 244
2025
Q1 		$296K Buy
5,384
+1,124
+26% +$60.1K 0.08% 222
2024
Q4 		$225K Buy
4,260
+9
+0.2% +$529 0.06% 259
2024
Q3 		$270K Buy
4,251
+298
+8% +$17.8K 0.07% 234
2024
Q2 		$214K Buy
+3,953
New +$197K 0.06% 253

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DGS Capital Management's HRB Position: Q1 2026 in Review

DGS Capital Management increased its H&R Block (HRB) stake by 114% in Q1 2026, buying an estimated $226K and bringing the position to 12,199 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #310.

DGS Capital Management first reported a position in HRB in Q2 2024 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • DGS Capital Management held 12,199 shares of H&R Block worth $387K as of Q1 2026.
  • DGS Capital Management bought 6,489 H&R Block shares in Q1 2026, an estimated $226K.
  • H&R Block made up 0.06% of DGS Capital Management's portfolio in Q1 2026, its #310 holding.
  • DGS Capital Management first reported a position in H&R Block in Q2 2024 and has held it in 8 quarters since.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.