GI
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GAMMA Investing’s H&R Block HRB Stock Holding History

GAMMA Investing’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 		$88.2K Buy
2,315
+1,139
+97% +$39.7K ﹤0.01% 1902
2026
Q1 		$37.3K Sell
1,176
-1,446
-55% -$50.4K ﹤0.01% 2373
2025
Q4 		$114K Buy
2,622
+760
+41% +$35.5K 0.01% 1485
2025
Q3 		$94.2K Sell
1,862
-298
-14% -$15.7K 0.01% 1542
2025
Q2 		$119K Buy
2,160
+652
+43% +$37.7K 0.01% 1304
2025
Q1 		$82.8K Buy
1,508
+850
+129% +$45.4K 0.01% 1412
2024
Q4 		$34.8K Buy
658
+258
+65% +$15.2K ﹤0.01% 1943
2024
Q3 		$25.4K Buy
400
+34
+9% +$2.03K ﹤0.01% 1957
2024
Q2 		$19.8K Buy
366
+27
+8% +$1.34K ﹤0.01% 1865
2024
Q1 		$16.6K Hold
339
– – ﹤0.01% 1770
2023
Q4 		$15.9K Buy
+339
New +$15.1K ﹤0.01% 1646

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GAMMA Investing's HRB Position: Q2 2026 in Review

GAMMA Investing increased its H&R Block (HRB) stake by 97% in Q2 2026, buying an estimated $39.7K and bringing the position to 2,315 shares worth $88.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

GAMMA Investing first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $119K in Q2 2025. 108 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • GAMMA Investing held 2,315 shares of H&R Block worth $88.2K as of Q2 2026.
  • GAMMA Investing bought 1,139 H&R Block shares in Q2 2026, an estimated $39.7K.
  • H&R Block made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1902 holding.
  • GAMMA Investing first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's H&R Block position peaked at $119K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.