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Fox Run Management’s H&R Block HRB Stock Holding History

Fox Run 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 		$1.33M Buy
+42,105
New +$1.47M 0.23% 99
2025
Q4 		– Sell
-6,053
Closed -$306K – 1058
2025
Q3 		$306K Sell
6,053
-15,695
-72% -$829K 0.05% 675
2025
Q2 		$1.19M Buy
+21,748
New +$1.26M 0.2% 137
2024
Q2 		– Sell
-8,662
Closed -$425K – 900
2024
Q1 		$425K Buy
+8,662
New +$412K 0.09% 431
2023
Q3 		– Sell
-43,747
Closed -$1.39M – 821
2023
Q2 		$1.39M Buy
+43,747
New +$1.41M 0.39% 18
2022
Q1 		– Sell
-15,354
Closed -$362K – 596
2021
Q4 		$362K Buy
+15,354
New +$372K 0.21% 165
2021
Q1 		– Sell
-36,927
Closed -$586K – 260
2020
Q4 		$586K Buy
36,927
+24,648
+201% +$426K 1.18% 4
2020
Q3 		$200K Buy
+12,279
New +$181K 0.5% 128
2019
Q2 		– Sell
-15,023
Closed -$360K – 509
2019
Q1 		$360K Buy
+15,023
New +$369K 0.2% 206
2018
Q3 		– Sell
-56,443
Closed -$1.29M – 679
2018
Q2 		$1.29M Buy
56,443
+34,324
+155% +$911K 0.41% 10
2018
Q1 		$562K Buy
22,119
+9,822
+80% +$258K 0.14% 269
2017
Q4 		$322K Buy
+12,297
New +$319K 0.09% 438

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fox Run Management's HRB Position: Q1 2026 in Review

Fox Run Management opened a new position in H&R Block (HRB) in Q1 2026: 42,105 shares worth $1.33M. The stake represents 0.23% of the portfolio and ranks #99 among its holdings. This is a return to the name: Fox Run Management previously reported a position in HRB as recently as Q3 2025.

Fox Run Management first reported a position in HRB in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2023. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Fox Run Management held 42,105 shares of H&R Block worth $1.33M as of Q1 2026.
  • H&R Block was a new Fox Run Management position in Q1 2026.
  • H&R Block made up 0.23% of Fox Run Management's portfolio in Q1 2026, its #99 holding.
  • Fox Run Management first reported a position in H&R Block in Q4 2017 and has held it in 12 quarters since.
  • Fox Run Management's H&R Block position peaked at $1.39M in Q2 2023.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.