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 Q2	$4.62M	Buy	121,359 +25,326	+26%	+$882K	0.06%	233
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 $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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's HRB Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its H&R Block (HRB) stake by 26% in Q2 2026, buying an estimated $882K and bringing the position to 121,359 shares worth $4.62M. The position accounts for 0.06% of the portfolio, ranked #233.

Elo Mutual Pension Insurance first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Elo Mutual Pension Insurance held 121,359 shares of H&R Block worth $4.62M as of Q2 2026.
Elo Mutual Pension Insurance bought 25,326 H&R Block shares in Q2 2026, an estimated $882K.
H&R Block made up 0.06% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #233 holding.
Elo Mutual Pension Insurance first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.