GenTrust’s H&R Block HRB Stock Holding History

GenTrust’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	-18,222	Closed	-$802K	–	297
2025 Q4	$802K	Buy	18,222 +810	+5%	+$37.9K	0.03%	127
2025 Q3	$881K	Buy	+17,412	New	+$920K	0.04%	112

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GenTrust's HRB Position: Q1 2026 in Review

GenTrust sold out of H&R Block (HRB) in Q1 2026, closing a stake of 18,222 shares — an estimated $802K sold.

GenTrust first reported a position in HRB in Q3 2025 and held it in 2 quarters. The position peaked at $881K in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

GenTrust reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
GenTrust sold 18,222 H&R Block shares in Q1 2026, an estimated $802K.
GenTrust first reported a position in H&R Block in Q3 2025 and held it in 2 quarters.
GenTrust's H&R Block position peaked at $881K in Q3 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.