Fortitude Family Office’s H&R Block HRB Stock Holding History

Fortitude Family Office’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	$889	Hold	28	–	–	﹤0.01%	1539
2025 Q4	$1.22K	Sell	28 -44	-61%	-$2.06K	﹤0.01%	1379
2025 Q3	$3.64K	Hold	72	–	–	﹤0.01%	937
2025 Q2	$3.95K	Sell	72 -1	-1%	-$58	﹤0.01%	873
2025 Q1	$4.01K	Hold	73	–	–	﹤0.01%	786
2024 Q4	$3.86K	Buy	73 +21	+40%	+$1.23K	﹤0.01%	903
2024 Q3	$3.31K	Hold	52	–	–	﹤0.01%	906
2024 Q2	$2.82K	Hold	52	–	–	﹤0.01%	742
2024 Q1	$2.55K	Sell	52 -21	-29%	-$998	﹤0.01%	777
2023 Q4	$3.53K	Buy	+73	New	+$3.25K	﹤0.01%	787

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortitude Family Office's HRB Position: Q1 2026 in Review

Fortitude Family Office held its H&R Block (HRB) position steady in Q1 2026 at 28 shares worth $889. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Fortitude Family Office first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.01K in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Fortitude Family Office held 28 shares of H&R Block worth $889 as of Q1 2026.
Fortitude Family Office left its H&R Block share count unchanged in Q1 2026.
H&R Block made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1539 holding.
Fortitude Family Office first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's H&R Block position peaked at $4.01K in Q1 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.