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Dmitry Balyasny’s H&R Block HRB Stock Holding History

Dmitry Balyasny’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
2022
Q4 		– Sell
-25,000
Closed -$1.25M – 2968
2022
Q3 		$1.25M Sell
25,000
-25,000
-50% -$1.06M ﹤0.01% 1709
2022
Q2 		$1.77M Buy
+50,000
New +$1.54M 0.01% 1476

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 $3.37T AUM 44.26% 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

Dmitry Balyasny's HRB Position: Q2 2026 in Review

Dmitry Balyasny reduced its H&R Block (HRB) stake by 19% in Q2 2026, selling an estimated $2.71M and leaving 336,833 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #945.

Dmitry Balyasny first reported a position in HRB in Q2 2014 and has held it in 29 quarters since. The position peaked at $70.7M in Q1 2025. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Dmitry Balyasny held 336,833 shares of H&R Block worth $12.8M as of Q2 2026.
  • Dmitry Balyasny sold 77,830 H&R Block shares in Q2 2026, an estimated $2.71M.
  • H&R Block made up 0.02% of Dmitry Balyasny's portfolio in Q2 2026, its #945 holding.
  • Dmitry Balyasny first reported a position in H&R Block in Q2 2014 and has held it in 29 quarters since.
  • Dmitry Balyasny's H&R Block position peaked at $70.7M in Q1 2025.
  • 535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.