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Forum Finance Group’s H&R Block HRB Stock Holding History

Forum Finance Group’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 		$10.1M Buy
326,888
+241,613
+283% +$8.42M 3.62% 2
2026
Q1 		$2.21M Buy
+85,275
New +$2.97M 1.2% 25

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Finance Group's HRB Position: Q2 2026 in Review

Forum Finance Group increased its H&R Block (HRB) stake by 283% in Q2 2026, buying an estimated $8.42M and bringing the position to 326,888 shares worth $10.1M. The position accounts for 3.62% of the portfolio, ranked #2.

Forum Finance Group first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Forum Finance Group held 326,888 shares of H&R Block worth $10.1M as of Q2 2026.
  • Forum Finance Group bought 241,613 H&R Block shares in Q2 2026, an estimated $8.42M.
  • H&R Block made up 3.62% of Forum Finance Group's portfolio in Q2 2026, its #2 holding.
  • Forum Finance Group first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.