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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
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 $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

Freestone Grove Partners's HRB Position: Q1 2026 in Review

Freestone Grove Partners increased its H&R Block (HRB) stake by 74% in Q1 2026, buying an estimated $653K and bringing the position to 43,978 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #418.

Freestone Grove Partners first reported a position in HRB in Q3 2025 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Freestone Grove Partners held 43,978 shares of H&R Block worth $1.4M as of Q1 2026.
  • Freestone Grove Partners bought 18,743 H&R Block shares in Q1 2026, an estimated $653K.
  • H&R Block made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #418 holding.
  • Freestone Grove Partners first reported a position in H&R Block in Q3 2025 and has held it in 3 quarters since.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.