FHM
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Framtiden Holdings Management’s H&R Block HRB Stock Holding History

Framtiden Holdings 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
Q2 		$47.2M Buy
1,140,000
+650,000
+133% +$22.6M 28.62% 1
2026
Q1 		$15.6M Buy
490,000
+215,000
+78% +$7.49M 15.23% 3
2025
Q4 		$12M Buy
+275,000
New +$12.9M 13% 6

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

Framtiden Holdings Management's HRB Position: Q2 2026 in Review

Framtiden Holdings Management increased its H&R Block (HRB) stake by 133% in Q2 2026, buying an estimated $22.6M and bringing the position to 1,140,000 shares worth $47.2M. The position accounts for 28.62% of the portfolio, ranked #1.

Framtiden Holdings Management first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Framtiden Holdings Management held 1,140,000 shares of H&R Block worth $47.2M as of Q2 2026.
  • Framtiden Holdings Management bought 650,000 H&R Block shares in Q2 2026, an estimated $22.6M.
  • H&R Block made up 28.62% of Framtiden Holdings Management's portfolio in Q2 2026, its #1 holding.
  • Framtiden Holdings Management first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Framtiden Holdings Management's 13F filing for Q2 2026, filed 14 Aug 2026.