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Everett Harris & Co’s H&R Block HRB Stock Holding History

Everett Harris & Co’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
Q1 		– Sell
-5,000
Closed -$218K – 335
2025
Q4 		$218K Hold
5,000
– – ﹤0.01% 311
2025
Q3 		$253K Hold
5,000
– – ﹤0.01% 298
2025
Q2 		$274K Hold
5,000
– – ﹤0.01% 282
2025
Q1 		$275K Hold
5,000
– – ﹤0.01% 276
2024
Q4 		$264K Buy
+5,000
New +$294K ﹤0.01% 258

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everett Harris & Co's HRB Position: Q1 2026 in Review

Everett Harris & Co sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,000 shares — an estimated $218K sold.

Everett Harris & Co first reported a position in HRB in Q4 2024 and held it in 5 quarters. The position peaked at $275K in Q1 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Everett Harris & Co reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Everett Harris & Co sold 5,000 H&R Block shares in Q1 2026, an estimated $218K.
  • Everett Harris & Co first reported a position in H&R Block in Q4 2024 and held it in 5 quarters.
  • Everett Harris & Co's H&R Block position peaked at $275K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.