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

Evergreen 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 		$344K Buy
8,960
+2,539
+40% +$88.5K 0.01% 1131
2026
Q1 		$203K Buy
+6,421
New +$224K ﹤0.01% 1396
2024
Q4 		– Sell
-3,175
Closed -$203K – 1093
2024
Q3 		$203K Buy
+3,175
New +$189K 0.01% 939

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

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

Evergreen Capital Management increased its H&R Block (HRB) stake by 40% in Q2 2026, buying an estimated $88.5K and bringing the position to 8,960 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1131.

Evergreen Capital Management first reported a position in HRB in Q3 2024 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Evergreen Capital Management held 8,960 shares of H&R Block worth $344K as of Q2 2026.
  • Evergreen Capital Management bought 2,539 H&R Block shares in Q2 2026, an estimated $88.5K.
  • H&R Block made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1131 holding.
  • Evergreen Capital Management first reported a position in H&R Block in Q3 2024 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.