FBB
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Fulton Breakefield Broenniman’s H&R Block HRB Stock Holding History

Fulton Breakefield Broenniman’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 		– Sell
-7,885
Closed -$344K – 206
2025
Q4 		$344K Sell
7,885
-1,225
-13% -$57.3K 0.02% 149
2025
Q3 		$461K Hold
9,110
– – 0.03% 134
2025
Q2 		$500K Sell
9,110
-110
-1% -$6.35K 0.03% 127
2025
Q1 		$506K Sell
9,220
-700
-7% -$37.4K 0.04% 112
2024
Q4 		$524K Hold
9,920
– – 0.04% 116
2024
Q3 		$630K Sell
9,920
-100
-1% -$5.96K 0.04% 103
2024
Q2 		$543K Hold
10,020
– – 0.04% 111
2024
Q1 		$492K Sell
10,020
-8,638
-46% -$410K 0.04% 112
2023
Q4 		$902K Sell
18,658
-1,791
-9% -$79.8K 0.07% 92
2023
Q3 		$881K Sell
20,449
-348,567
-94% -$12.9M 0.08% 93
2023
Q2 		$11.8M Sell
369,016
-117,481
-24% -$3.8M 0.97% 47
2023
Q1 		$17.1M Buy
486,497
+239
+0% +$8.84K 1.47% 26
2022
Q4 		$17.8M Buy
486,258
+4,467
+0.9% +$182K 1.57% 20
2022
Q3 		$20.5M Sell
481,791
-155,497
-24% -$6.58M 1.93% 16
2022
Q2 		$22.5M Buy
+637,288
New +$19.7M 1.95% 15
2022
Q1 		– Sell
-893,359
Closed -$21M – 181
2021
Q4 		$21M Buy
893,359
+7,070
+0.8% +$171K 1.56% 23
2021
Q3 		$22.2M Buy
886,289
+701
+0.1% +$17.5K 1.9% 17
2021
Q2 		$20.8M Buy
885,588
+11,781
+1% +$279K 1.78% 20
2021
Q1 		$19M Buy
873,807
+326,545
+60% +$6.17M 1.76% 23
2020
Q4 		$8.68M Sell
547,262
-249,839
-31% -$4.32M 1.04% 47
2020
Q3 		$13M Buy
797,101
+354,210
+80% +$5.21M 1.46% 30
2020
Q2 		$6.32M Sell
442,891
-2,286
-0.5% -$36.1K 0.77% 49
2020
Q1 		$6.27M Buy
+445,177
New +$9.32M 0.94% 46

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

Fulton Breakefield Broenniman's HRB Position: Q1 2026 in Review

Fulton Breakefield Broenniman sold out of H&R Block (HRB) in Q1 2026, closing a stake of 7,885 shares — an estimated $344K sold.

Fulton Breakefield Broenniman first reported a position in HRB in Q1 2020 and held it in 23 quarters. The position peaked at $22.5M in Q2 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Fulton Breakefield Broenniman reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 7,885 H&R Block shares in Q1 2026, an estimated $344K.
  • Fulton Breakefield Broenniman first reported a position in H&R Block in Q1 2020 and held it in 23 quarters.
  • Fulton Breakefield Broenniman's H&R Block position peaked at $22.5M in Q2 2022.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.