Ensign Peak Advisors
HRB icon

Ensign Peak Advisors’s H&R Block HRB Stock Holding History

Ensign Peak Advisors’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 		$1.95M Buy
51,107
+44,515
+675% +$1.55M ﹤0.01% 750
2026
Q1 		$209K Sell
6,592
-4,991
-43% -$174K ﹤0.01% 1294
2025
Q4 		$505K Sell
11,583
-24,099
-68% -$1.13M ﹤0.01% 956
2025
Q3 		$1.8M Sell
35,682
-4,610
-11% -$244K ﹤0.01% 831
2025
Q2 		$2.21M Sell
40,292
-6,250
-13% -$361K ﹤0.01% 864
2025
Q1 		$2.56M Sell
46,542
-5,757
-11% -$308K ﹤0.01% 812
2024
Q4 		$2.76M Sell
52,299
-29,938
-36% -$1.76M ﹤0.01% 816
2024
Q3 		$5.23M Buy
82,237
+10,470
+15% +$624K 0.01% 611
2024
Q2 		$3.89M Buy
71,767
+25,225
+54% +$1.26M 0.01% 697
2024
Q1 		$2.29M Sell
46,542
-21,083
-31% -$1M ﹤0.01% 869
2023
Q4 		$3.27M Sell
67,625
-112,629
-62% -$5.02M 0.01% 734
2023
Q3 		$7.76M Sell
180,254
-97,081
-35% -$3.58M 0.02% 456
2023
Q2 		$8.84M Buy
277,335
+128,870
+87% +$4.16M 0.02% 450
2023
Q1 		$5.23M Sell
148,465
-25,670
-15% -$949K 0.01% 553
2022
Q4 		$6.36M Sell
174,135
-2,590
-1% -$105K 0.01% 505
2022
Q3 		$7.52M Buy
176,725
+100,510
+132% +$4.25M 0.02% 428
2022
Q2 		$2.69M Buy
76,215
+8,910
+13% +$275K 0.01% 701
2022
Q1 		$1.75M Sell
67,305
-2,887
-4% -$70.1K ﹤0.01% 935
2021
Q4 		$1.65M Sell
70,192
-78,620
-53% -$1.91M ﹤0.01% 1034
2021
Q3 		$3.72M Sell
148,812
-910
-0.6% -$22.7K 0.01% 777
2021
Q2 		$3.52M Buy
149,722
+19,880
+15% +$471K 0.01% 805
2021
Q1 		$2.83M Sell
129,842
-44,107
-25% -$834K 0.01% 899
2020
Q4 		$2.76M Buy
173,949
+55,372
+47% +$956K 0.01% 869
2020
Q3 		$1.93M Sell
118,577
-156,462
-57% -$2.3M ﹤0.01% 992
2020
Q2 		$3.93M Sell
275,039
-11,545
-4% -$182K 0.01% 683
2020
Q1 		$4.03M Buy
286,584
+15,455
+6% +$324K 0.01% 571
2019
Q4 		$6.37M Buy
+271,129
New +$6.51M 0.02% 571

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 $3.37T AUM 44.26% 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

Ensign Peak Advisors's HRB Position: Q2 2026 in Review

Ensign Peak Advisors increased its H&R Block (HRB) stake by 675% in Q2 2026, buying an estimated $1.55M and bringing the position to 51,107 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Ensign Peak Advisors first reported a position in HRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.84M in Q2 2023. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Ensign Peak Advisors held 51,107 shares of H&R Block worth $1.95M as of Q2 2026.
  • Ensign Peak Advisors bought 44,515 H&R Block shares in Q2 2026, an estimated $1.55M.
  • H&R Block made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #750 holding.
  • Ensign Peak Advisors first reported a position in H&R Block in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's H&R Block position peaked at $8.84M in Q2 2023.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.