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Freestone Grove Partners’s H&R Block HRB Stock Holding History

Freestone Grove Partners’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 		$1.3M Sell
34,107
-9,871
-22% -$344K 0.01% 496
2026
Q1 		$1.4M Buy
43,978
+18,743
+74% +$653K 0.01% 418
2025
Q4 		$1.1M Buy
25,235
+2,247
+10% +$105K 0.01% 458
2025
Q3 		$1.16M Buy
+22,988
New +$1.21M 0.01% 418

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

Freestone Grove Partners's HRB Position: Q2 2026 in Review

Freestone Grove Partners reduced its H&R Block (HRB) stake by 22% in Q2 2026, selling an estimated $344K and leaving 34,107 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #496.

Freestone Grove Partners first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Freestone Grove Partners held 34,107 shares of H&R Block worth $1.3M as of Q2 2026.
  • Freestone Grove Partners sold 9,871 H&R Block shares in Q2 2026, an estimated $344K.
  • H&R Block made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #496 holding.
  • Freestone Grove Partners first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's H&R Block position peaked at $1.4M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.