Empowered Funds’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.26M | Buy |
138,160
+37,986
| +38% | +$1.32M | 0.03% | 688 |
|
|
2026
Q1 | $3.18M | Buy |
+100,174
| New | +$3.49M | 0.02% | 848 |
|
|
2025
Q4 | – | Sell |
-70,155
| Closed | -$3.55M | – | 1405 |
|
|
2025
Q3 | $3.55M | Buy |
70,155
+1,732
| +3% | +$91.5K | 0.04% | 620 |
|
|
2025
Q2 | $3.76M | Sell |
68,423
-159,511
| -70% | -$9.21M | 0.04% | 537 |
|
|
2025
Q1 | $12.5M | Buy |
227,934
+27,542
| +14% | +$1.47M | 0.18% | 110 |
|
|
2024
Q4 | $10.6M | Buy |
200,392
+70,501
| +54% | +$4.14M | 0.15% | 131 |
|
|
2024
Q3 | $8.25M | Buy |
129,891
+118,228
| +1,014% | +$7.05M | 0.13% | 193 |
|
|
2024
Q2 | $632K | Buy |
11,663
+4,228
| +57% | +$210K | 0.01% | 990 |
|
|
2024
Q1 | $365K | Sell |
7,435
-16,757
| -69% | -$796K | 0.01% | 1157 |
|
|
2023
Q4 | $1.17M | Sell |
24,192
-22,702
| -48% | -$1.01M | 0.03% | 703 |
|
|
2023
Q3 | $2.02M | Buy |
+46,894
| New | +$1.73M | 0.06% | 449 |
|
|
2023
Q2 | – | Sell |
-73,276
| Closed | -$2.58M | – | 1146 |
|
|
2023
Q1 | $2.58M | Buy |
+73,276
| New | +$2.71M | 0.15% | 180 |
|
|
2022
Q3 | – | Sell |
-120,715
| Closed | -$4.26M | – | 351 |
|
|
2022
Q2 | $4.26M | Buy |
+120,715
| New | +$3.73M | 0.55% | 47 |
|
|
2021
Q4 | – | Sell |
-175,558
| Closed | -$4.39M | – | 267 |
|
|
2021
Q3 | $4.39M | Buy |
+175,558
| New | +$4.37M | 0.56% | 45 |
|
|
2020
Q4 | – | Sell |
-185,023
| Closed | -$3.01M | – | 189 |
|
|
2020
Q3 | $3.01M | Buy |
+185,023
| New | +$2.72M | 0.94% | 18 |
|
|
2020
Q2 | – | Sell |
-106,020
| Closed | -$2.49M | – | 126 |
|
|
2020
Q1 | $2.49M | Hold |
106,020
| – | – | 0.9% | 44 |
|
|
2019
Q4 | $2.49M | Buy |
+106,020
| New | +$2.55M | 0.9% | 44 |
|
|
2019
Q3 | – | Sell |
-80,097
| Closed | -$2.35M | – | 107 |
|
|
2019
Q2 | $2.35M | Sell |
80,097
-26,185
| -25% | -$704K | 0.98% | 15 |
|
|
2019
Q1 | $2.54M | Buy |
106,282
+20,298
| +24% | +$499K | 0.91% | 23 |
|
|
2018
Q4 | $2.18M | Sell |
85,984
-33,996
| -28% | -$907K | 0.92% | 21 |
|
|
2018
Q3 | $3.12M | Buy |
+119,980
| New | +$3.04M | 0.92% | 24 |
|
|
2018
Q2 | – | Sell |
-125,104
| Closed | -$3.15M | – | 107 |
|
|
2018
Q1 | $3.15M | Buy |
125,104
+44,892
| +56% | +$1.18M | 1.15% | 20 |
|
|
2017
Q4 | $2.1M | Buy |
80,212
+11,550
| +17% | +$300K | 1.06% | 44 |
|
|
2017
Q3 | $1.82M | Buy |
+68,662
| New | +$1.99M | 1.18% | 30 |
|
Other funds holding HRB
Empowered Funds's HRB Position: Q2 2026 in Review
Empowered Funds increased its H&R Block (HRB) stake by 38% in Q2 2026, buying an estimated $1.32M and bringing the position to 138,160 shares worth $5.26M. The position accounts for 0.03% of the portfolio, ranked #688.
Empowered Funds first reported a position in HRB in Q3 2017 and has held it in 24 quarters since. The position peaked at $12.5M in Q1 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Empowered Funds held 138,160 shares of H&R Block worth $5.26M as of Q2 2026.
- Empowered Funds bought 37,986 H&R Block shares in Q2 2026, an estimated $1.32M.
- H&R Block made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #688 holding.
- Empowered Funds first reported a position in H&R Block in Q3 2017 and has held it in 24 quarters since.
- Empowered Funds's H&R Block position peaked at $12.5M in Q1 2025.
- 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.