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Empowered Funds’s H&R Block HRB Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-82,882
Closed -$3.03M – 600
2022
Q4 		$3.03M Buy
+82,882
New +$3.37M 0.2% 148

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empowered Funds's HRB Position: Q1 2026 in Review

Empowered Funds opened a new position in H&R Block (HRB) in Q1 2026: 100,174 shares worth $3.18M. The stake represents 0.02% of the portfolio and ranks #848 among its holdings. This is a return to the name: Empowered Funds previously reported a position in HRB as recently as Q3 2025.

Empowered Funds first reported a position in HRB in Q3 2017 and has held it in 23 quarters since. The position peaked at $12.5M in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Empowered Funds held 100,174 shares of H&R Block worth $3.18M as of Q1 2026.
  • H&R Block was a new Empowered Funds position in Q1 2026.
  • H&R Block made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #848 holding.
  • Empowered Funds first reported a position in H&R Block in Q3 2017 and has held it in 23 quarters since.
  • Empowered Funds's H&R Block position peaked at $12.5M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.