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

Fieldview 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
Q1 		– Sell
-13,030
Closed -$568K – 607
2025
Q4 		$568K Buy
+13,030
New +$609K 0.1% 254

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

Fieldview Capital Management's HRB Position: Q1 2026 in Review

Fieldview Capital Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 13,030 shares — an estimated $568K sold.

Fieldview Capital Management first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $568K in Q4 2025. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Fieldview Capital Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 13,030 H&R Block shares in Q1 2026, an estimated $568K.
  • Fieldview Capital Management first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
  • Fieldview Capital Management's H&R Block position peaked at $568K in Q4 2025.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.