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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 $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 $3.38T AUM 44.17% 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

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. 541 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.
  • 541 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.