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Eagle Harbor Asset Management’s H&R Block HRB Stock Holding History

Eagle Harbor Asset 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 		$211K Buy
+5,542
New +$193K 0.17% 129
2022
Q2 		– Sell
-24,950
Closed -$650K – 113
2022
Q1 		$650K Sell
24,950
-102
-0.4% -$2.48K 0.84% 38
2021
Q4 		$604K Buy
+25,052
New +$608K 0.8% 38

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

Eagle Harbor Asset Management's HRB Position: Q2 2026 in Review

Eagle Harbor Asset Management opened a new position in H&R Block (HRB) in Q2 2026: 5,542 shares worth $211K. The stake represents 0.17% of the portfolio and ranks #129 among its holdings. This is a return to the name: Eagle Harbor Asset Management previously reported a position in HRB as recently as Q1 2022.

Eagle Harbor Asset Management first reported a position in HRB in Q4 2021 and has held it in 3 quarters since. The position peaked at $650K in Q1 2022. 534 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Eagle Harbor Asset Management held 5,542 shares of H&R Block worth $211K as of Q2 2026.
  • H&R Block was a new Eagle Harbor Asset Management position in Q2 2026.
  • H&R Block made up 0.17% of Eagle Harbor Asset Management's portfolio in Q2 2026, its #129 holding.
  • Eagle Harbor Asset Management first reported a position in H&R Block in Q4 2021 and has held it in 3 quarters since.
  • Eagle Harbor Asset Management's H&R Block position peaked at $650K in Q1 2022.
  • 534 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Eagle Harbor Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.