EI
HRB icon

Ethic Inc’s H&R Block HRB Stock Holding History

Ethic Inc’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 		$1.46M Buy
+38,444
New +$1.34M 0.02% 608
2026
Q1 		– Sell
-17,561
Closed -$765K – 1274
2025
Q4 		$765K Sell
17,561
-2,158
-11% -$101K 0.01% 719
2025
Q3 		$997K Sell
19,719
-884
-4% -$46.7K 0.02% 636
2025
Q2 		$1.13M Buy
20,603
+2,354
+13% +$136K 0.02% 585
2025
Q1 		$1.03M Buy
18,249
+4,253
+30% +$227K 0.02% 592
2024
Q4 		$740K Buy
13,996
+2,932
+27% +$172K 0.01% 683
2024
Q3 		$543K Sell
11,064
-2,315
-17% -$138K 0.01% 741
2024
Q2 		$726K Buy
13,379
+2,315
+21% +$115K 0.02% 657
2024
Q1 		$543K Sell
11,064
-5,040
-31% -$239K 0.01% 741
2023
Q4 		$779K Sell
16,104
-1,810
-10% -$80.7K 0.02% 611
2023
Q3 		$771K Sell
17,914
-229
-1% -$8.46K 0.03% 551
2023
Q2 		$578K Sell
18,143
-2,621
-13% -$84.7K 0.02% 607
2023
Q1 		$732K Buy
20,764
+9,444
+83% +$349K 0.03% 540
2022
Q4 		$413K Buy
11,320
+1,435
+15% +$58.3K 0.02% 629
2022
Q3 		$421K Buy
+9,885
New +$418K 0.03% 542

Other funds holding HRB

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ethic Inc's HRB Position: Q2 2026 in Review

Ethic Inc opened a new position in H&R Block (HRB) in Q2 2026: 38,444 shares worth $1.46M. The stake represents 0.02% of the portfolio and ranks #608 among its holdings. This is a return to the name: Ethic Inc previously reported a position in HRB as recently as Q4 2025.

Ethic Inc first reported a position in HRB in Q3 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Ethic Inc held 38,444 shares of H&R Block worth $1.46M as of Q2 2026.
  • H&R Block was a new Ethic Inc position in Q2 2026.
  • H&R Block made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #608 holding.
  • Ethic Inc first reported a position in H&R Block in Q3 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.