FCG Investment Company’s H&R Block HRB Stock Holding History

FCG Investment Company’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	$331K	Buy	+8,690	New	+$303K	0.11%	106

Other funds holding HRB

BTW

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FCG Investment Company's HRB Position: Q2 2026 in Review

FCG Investment Company opened a new position in H&R Block (HRB) in Q2 2026: 8,690 shares worth $331K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

145 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

FCG Investment Company held 8,690 shares of H&R Block worth $331K as of Q2 2026.
H&R Block was a new FCG Investment Company position in Q2 2026.
H&R Block made up 0.11% of FCG Investment Company's portfolio in Q2 2026, its #106 holding.
145 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.