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Gallacher Capital Management’s H&R Block HRB Stock Holding History

Gallacher Capital 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 		– Sell
-18,435
Closed -$803K – 339
2025
Q4 		$803K Sell
18,435
-9,990
-35% -$467K 0.31% 78
2025
Q3 		$1.44M Buy
28,425
+19,923
+234% +$1.05M 0.57% 29
2025
Q2 		$467K Buy
8,502
+3,631
+75% +$210K 0.22% 134
2025
Q1 		$267K Sell
4,871
-459
-9% -$24.5K 0.13% 209
2024
Q4 		$282K Sell
5,330
-59
-1% -$3.47K 0.14% 204
2024
Q3 		$342K Sell
5,389
-1,398
-21% -$83.3K 0.16% 174
2024
Q2 		$368K Sell
6,787
-12,092
-64% -$602K 0.19% 153
2024
Q1 		$927K Buy
18,879
+9,985
+112% +$474K 0.47% 36
2023
Q4 		$430K Sell
8,894
-1,145
-11% -$51K 0.24% 94
2023
Q3 		$432K Sell
10,039
-1,672
-14% -$61.7K 0.27% 77
2023
Q2 		$373K Sell
11,711
-9,810
-46% -$317K 0.22% 127
2023
Q1 		$759K Buy
21,521
+7,221
+50% +$267K 0.46% 37
2022
Q4 		$522K Buy
+14,300
New +$581K 0.32% 61

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

Gallacher Capital Management's HRB Position: Q1 2026 in Review

Gallacher Capital Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 18,435 shares — an estimated $803K sold.

Gallacher Capital Management first reported a position in HRB in Q4 2022 and held it in 13 quarters. The position peaked at $1.44M in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Gallacher Capital Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Gallacher Capital Management sold 18,435 H&R Block shares in Q1 2026, an estimated $803K.
  • Gallacher Capital Management first reported a position in H&R Block in Q4 2022 and held it in 13 quarters.
  • Gallacher Capital Management's H&R Block position peaked at $1.44M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Gallacher Capital Management's 13F filing for Q1 2026, filed 6 May 2026.