Elo Mutual Pension Insurance’s H&R Block HRB Stock Holding History

Elo Mutual Pension Insurance’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	$3.05M	Buy	96,033 +4,775	+5%	+$166K	0.05%	282
2025 Q4	$3.98M	Buy	91,258 +37,152	+69%	+$1.74M	0.06%	241
2025 Q3	$2.74M	Buy	54,106 +23,927	+79%	+$1.26M	0.04%	303
2025 Q2	$1.66M	Buy	30,179 +2,744	+10%	+$158K	0.03%	346
2025 Q1	$1.51M	Buy	27,435 +14,622	+114%	+$782K	0.03%	354
2024 Q4	$677K	Buy	+12,813	New	+$753K	0.01%	475

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elo Mutual Pension Insurance's HRB Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its H&R Block (HRB) stake by 5.2% in Q1 2026, buying an estimated $166K and bringing the position to 96,033 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #282.

Elo Mutual Pension Insurance first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.98M in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Elo Mutual Pension Insurance held 96,033 shares of H&R Block worth $3.05M as of Q1 2026.
Elo Mutual Pension Insurance bought 4,775 H&R Block shares in Q1 2026, an estimated $166K.
H&R Block made up 0.05% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #282 holding.
Elo Mutual Pension Insurance first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
Elo Mutual Pension Insurance's H&R Block position peaked at $3.98M in Q4 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.