Dunhill Financial’s H&R Block HRB Stock Holding History

Dunhill Financial’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	$875	Sell	23 -3	-12%	-$105	﹤0.01%	1030
2026 Q1	$838	Buy	26 +23	+767%	+$802	﹤0.01%	1002
2025 Q4	$150	Buy	+3	New	+$140	﹤0.01%	1215

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

Dunhill Financial's HRB Position: Q2 2026 in Review

Dunhill Financial reduced its H&R Block (HRB) stake by 12% in Q2 2026, selling an estimated $105 and leaving 23 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Dunhill Financial first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Dunhill Financial held 23 shares of H&R Block worth $875 as of Q2 2026.
Dunhill Financial sold 3 H&R Block shares in Q2 2026, an estimated $105.
H&R Block made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1030 holding.
Dunhill Financial first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.