FFN
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Focus Financial Network’s H&R Block HRB Stock Holding History

Focus Financial Network’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
-6,000
Closed -$264K – 752
2025
Q4 		$264K Sell
6,000
-633
-10% -$29.6K 0.01% 624
2025
Q3 		$335K Hold
6,633
– – 0.01% 564
2025
Q2 		$367K Hold
6,633
– – 0.01% 513
2025
Q1 		$367K Hold
6,633
– – 0.02% 496
2024
Q4 		$353K Buy
6,633
+40
+0.6% +$2.35K 0.01% 504
2024
Q3 		$421K Hold
6,593
– – 0.02% 449
2024
Q2 		$371K Buy
6,593
+37
+0.6% +$1.84K 0.02% 473
2024
Q1 		$305K Buy
6,556
+88
+1% +$4.18K 0.01% 485
2023
Q4 		$315K Buy
6,468
+49
+0.8% +$2.18K 0.01% 558
2023
Q3 		$278K Buy
6,419
+59
+0.9% +$2.18K 0.02% 482
2023
Q2 		$205K Buy
6,360
+53
+0.8% +$1.71K 0.01% 560
2023
Q1 		$224K Buy
6,307
+51
+0.8% +$1.89K 0.01% 514
2022
Q4 		$230K Buy
6,256
+43
+0.7% +$1.75K 0.02% 424
2022
Q3 		$266K Buy
6,213
+46
+0.7% +$1.95K 0.02% 390
2022
Q2 		$219K Buy
+6,167
New +$190K 0.02% 451

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

Focus Financial Network's HRB Position: Q1 2026 in Review

Focus Financial Network sold out of H&R Block (HRB) in Q1 2026, closing a stake of 6,000 shares — an estimated $264K sold.

Focus Financial Network first reported a position in HRB in Q2 2022 and held it in 15 quarters. The position peaked at $421K in Q3 2024. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Focus Financial Network reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Focus Financial Network sold 6,000 H&R Block shares in Q1 2026, an estimated $264K.
  • Focus Financial Network first reported a position in H&R Block in Q2 2022 and held it in 15 quarters.
  • Focus Financial Network's H&R Block position peaked at $421K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.