Farmers & Merchants Investments Inc’s H&R Block HRB Stock Holding History

Farmers & Merchants Investments 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	$4.76K	Hold	125	–	–	﹤0.01%	1017
2026 Q1	$3.97K	Hold	125	–	–	﹤0.01%	1043
2025 Q4	$5.45K	Buy	125 +6	+5%	+$280	﹤0.01%	934
2025 Q3	$6.02K	Buy	119 +5	+4%	+$264	﹤0.01%	899
2025 Q2	$6.26K	Buy	114 +8	+8%	+$462	﹤0.01%	852
2025 Q1	$5.82K	Buy	106 +49	+86%	+$2.62K	﹤0.01%	846
2024 Q4	$3.01K	Hold	57	–	–	﹤0.01%	961
2024 Q3	$3.62K	Sell	57 -4	-7%	-$238	﹤0.01%	903
2024 Q2	$3.31K	Hold	61	–	–	﹤0.01%	909
2024 Q1	$3K	Sell	61 -5	-8%	-$238	﹤0.01%	920
2023 Q4	$3.19K	Hold	66	–	–	﹤0.01%	874
2023 Q3	$2.84K	Hold	66	–	–	﹤0.01%	886
2023 Q2	$2.1K	Hold	66	–	–	﹤0.01%	1047
2023 Q1	$2.33K	Hold	66	–	–	﹤0.01%	963
2022 Q4	$2.41K	Hold	66	–	–	﹤0.01%	987
2022 Q3	$3K	Buy	+66	New	+$2.79K	﹤0.01%	858
2020 Q4	–	Sell	-135	Closed	-$2K	–	850
2020 Q3	$2K	Hold	135	–	–	﹤0.01%	805
2020 Q2	$2K	Buy	135 +3	+2%	+$47	﹤0.01%	815
2020 Q1	$2K	Buy	132 +10	+8%	+$209	﹤0.01%	787
2019 Q4	$3K	Hold	122	–	–	﹤0.01%	806
2019 Q3	$3K	Hold	122	–	–	﹤0.01%	796
2019 Q2	$4K	Buy	122 +8	+7%	+$215	﹤0.01%	770
2019 Q1	$3K	Buy	114 +51	+81%	+$1.25K	﹤0.01%	795
2018 Q4	$2K	Hold	63	–	–	﹤0.01%	783
2018 Q3	$2K	Hold	63	–	–	﹤0.01%	814
2018 Q2	$1K	Hold	63	–	–	﹤0.01%	839
2018 Q1	$2K	Hold	63	–	–	﹤0.01%	807
2017 Q4	$2K	Hold	63	–	–	﹤0.01%	818
2017 Q3	$2K	Buy	63 +19	+43%	+$552	﹤0.01%	796
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	802
2017 Q1	$1K	Hold	44	–	–	﹤0.01%	709
2016 Q4	$1K	Hold	44	–	–	﹤0.01%	769
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	718
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	684
2016 Q1	$1K	Hold	44	–	–	﹤0.01%	705
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	691
2015 Q3	$2K	Hold	44	–	–	﹤0.01%	668
2015 Q2	$1K	Sell	44 -200	-82%	-$6.27K	﹤0.01%	727
2015 Q1	$8K	Buy	244 +44	+22%	+$1.47K	﹤0.01%	553
2014 Q4	$7K	Sell	200 -141	-41%	-$4.52K	﹤0.01%	555
2014 Q3	$11K	Hold	341	–	–	﹤0.01%	486
2014 Q2	$11K	Hold	341	–	–	﹤0.01%	489
2014 Q1	$10K	Hold	341	–	–	﹤0.01%	491
2013 Q4	$10K	Hold	341	–	–	﹤0.01%	500
2013 Q3	$9K	Hold	341	–	–	﹤0.01%	482
2013 Q2	$9K	Buy	+341	New	+$9.73K	﹤0.01%	482

Other funds holding HRB

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's HRB Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its H&R Block (HRB) position steady in Q2 2026 at 125 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Farmers & Merchants Investments Inc first reported a position in HRB in Q2 2013 and has held it in 46 quarters since. The position peaked at $11K in Q3 2014. 312 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Farmers & Merchants Investments Inc held 125 shares of H&R Block worth $4.76K as of Q2 2026.
Farmers & Merchants Investments Inc left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1017 holding.
Farmers & Merchants Investments Inc first reported a position in H&R Block in Q2 2013 and has held it in 46 quarters since.
Farmers & Merchants Investments Inc's H&R Block position peaked at $11K in Q3 2014.
312 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.