Financial Management Professionals’s H&R Block HRB Stock Holding History

Financial Management Professionals’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	$1.62K	Hold	42	–	–	﹤0.01%	817
2026 Q1	$1.35K	Hold	42	–	–	﹤0.01%	778
2025 Q4	$1.85K	Hold	42	–	–	﹤0.01%	734
2025 Q3	$2.14K	Hold	42	–	–	﹤0.01%	707
2025 Q2	$2.32K	Hold	42	–	–	﹤0.01%	731
2025 Q1	$2.31K	Hold	42	–	–	﹤0.01%	723
2024 Q4	$2.22K	Hold	42	–	–	﹤0.01%	720
2024 Q3	$3K	Hold	42	–	–	﹤0.01%	688
2024 Q2	$2K	Hold	42	–	–	﹤0.01%	699
2024 Q1	$2K	Hold	42	–	–	﹤0.01%	745
2023 Q4	$2K	Hold	42	–	–	﹤0.01%	751
2023 Q3	$2K	Hold	42	–	–	﹤0.01%	707
2023 Q2	$1K	Hold	42	–	–	﹤0.01%	826
2023 Q1	$1K	Hold	42	–	–	﹤0.01%	889
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	737
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	740
2022 Q2	$1K	Hold	42	–	–	﹤0.01%	832
2022 Q1	$1K	Hold	42	–	–	﹤0.01%	891
2021 Q4	$1K	Buy	+42	New	+$1.02K	﹤0.01%	831

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Management Professionals's HRB Position: Q2 2026 in Review

Financial Management Professionals held its H&R Block (HRB) position steady in Q2 2026 at 42 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Financial Management Professionals first reported a position in HRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Financial Management Professionals held 42 shares of H&R Block worth $1.62K as of Q2 2026.
Financial Management Professionals left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #817 holding.
Financial Management Professionals first reported a position in H&R Block in Q4 2021 and has held it in 19 quarters since.
Financial Management Professionals's H&R Block position peaked at $3K in Q3 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.