Grove Bank & Trust’s H&R Block HRB Stock Holding History

Grove Bank & Trust’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	$4.3K	Hold	113	–	–	﹤0.01%	745
2026 Q1	$3.59K	Hold	113	–	–	﹤0.01%	741
2025 Q4	$4.92K	Hold	113	–	–	﹤0.01%	725
2025 Q3	$5.71K	Sell	113 -58	-34%	-$3.06K	﹤0.01%	685
2025 Q2	$9.39K	Buy	171 +20	+13%	+$1.16K	﹤0.01%	624
2025 Q1	$8.29K	Buy	151 +93	+160%	+$4.97K	﹤0.01%	608
2024 Q4	$3.06K	Buy	+58	New	+$3.41K	﹤0.01%	652
2023 Q2	–	Sell	-105	Closed	-$3.7K	–	681
2023 Q1	$3.7K	Buy	+105	New	+$3.88K	﹤0.01%	592
2017 Q4	–	Sell	-280	Closed	-$7K	–	542
2017 Q3	$7K	Hold	280	–	–	﹤0.01%	497
2017 Q2	$9K	Hold	280	–	–	0.01%	486
2017 Q1	$7K	Hold	280	–	–	0.01%	375
2016 Q4	$6K	Buy	+280	New	+$6.4K	﹤0.01%	435

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grove Bank & Trust's HRB Position: Q2 2026 in Review

Grove Bank & Trust held its H&R Block (HRB) position steady in Q2 2026 at 113 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Grove Bank & Trust first reported a position in HRB in Q4 2016 and has held it in 12 quarters since. The position peaked at $9.39K in Q2 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Grove Bank & Trust held 113 shares of H&R Block worth $4.3K as of Q2 2026.
Grove Bank & Trust left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #745 holding.
Grove Bank & Trust first reported a position in H&R Block in Q4 2016 and has held it in 12 quarters since.
Grove Bank & Trust's H&R Block position peaked at $9.39K in Q2 2025.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.