Everence Capital Management’s H&R Block HRB Stock Holding History

Everence Capital Management’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	$248K	Buy	+6,506	New	+$227K	0.01%	727
2020 Q1	–	Sell	-8,970	Closed	-$211K	–	661
2019 Q4	$211K	Sell	8,970 -440	-5%	-$10.6K	0.03%	599
2019 Q3	$222K	Hold	9,410	–	–	0.04%	527
2019 Q2	$276K	Buy	+9,410	New	+$253K	0.05%	449
2016 Q4	–	Sell	-12,554	Closed	-$291K	–	325
2016 Q3	$291K	Hold	12,554	–	–	0.09%	259
2016 Q2	$289K	Buy	+12,554	New	+$279K	0.09%	249
2016 Q1	–	Sell	-6,094	Closed	-$203K	–	293
2015 Q4	$203K	Hold	6,094	–	–	0.07%	283
2015 Q3	$221K	Buy	+6,094	New	+$206K	0.08%	269
2015 Q2	–	Sell	-6,094	Closed	-$208K	–	299
2015 Q1	$208K	Hold	6,094	–	–	0.07%	279
2014 Q4	$205K	Hold	6,094	–	–	0.07%	289
2014 Q3	$204K	Hold	6,094	–	–	0.07%	266
2014 Q2	$204K	Buy	+6,094	New	+$181K	0.08%	261

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Everence Capital Management's HRB Position: Q2 2026 in Review

Everence Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 6,506 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in HRB as recently as Q4 2019.

Everence Capital Management first reported a position in HRB in Q2 2014 and has held it in 12 quarters since. The position peaked at $291K in Q3 2016. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Everence Capital Management held 6,506 shares of H&R Block worth $248K as of Q2 2026.
H&R Block was a new Everence Capital Management position in Q2 2026.
H&R Block made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #727 holding.
Everence Capital Management first reported a position in H&R Block in Q2 2014 and has held it in 12 quarters since.
Everence Capital Management's H&R Block position peaked at $291K in Q3 2016.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.