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Essential Partners’s H&R Block HRB Stock Holding History

Essential Partners’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 		$147K Buy
3,852
+2,603
+208% +$90.7K 0.07% 318
2026
Q1 		$39.6K Sell
1,249
-3,622
-74% -$126K 0.01% 663
2025
Q4 		$212K Buy
4,871
+521
+12% +$24.4K 0.07% 304
2025
Q3 		$220K Buy
4,350
+4,216
+3,146% +$223K 0.07% 304
2025
Q2 		$7.36K Buy
+134
New +$7.74K ﹤0.01% 938

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

Essential Partners's HRB Position: Q2 2026 in Review

Essential Partners increased its H&R Block (HRB) stake by 208% in Q2 2026, buying an estimated $90.7K and bringing the position to 3,852 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #318.

Essential Partners first reported a position in HRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $220K in Q3 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Essential Partners held 3,852 shares of H&R Block worth $147K as of Q2 2026.
  • Essential Partners bought 2,603 H&R Block shares in Q2 2026, an estimated $90.7K.
  • H&R Block made up 0.07% of Essential Partners's portfolio in Q2 2026, its #318 holding.
  • Essential Partners first reported a position in H&R Block in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's H&R Block position peaked at $220K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.