Guggenheim Capital’s H&R Block HRB Stock Holding History

Guggenheim Capital’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
2013 Q3	–	Sell	-100,000	Closed	-$2.77M	–	3107
2013 Q2	$2.77M	Buy	+100,000	New	+$2.85M	0.01%	1335

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

Guggenheim Capital's HRB Position: Q1 2026 in Review

Guggenheim Capital sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,314 shares — an estimated $232K sold.

Guggenheim Capital first reported a position in HRB in Q2 2013 and held it in 51 quarters. The position peaked at $39.1M in Q2 2017. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Guggenheim Capital reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Guggenheim Capital sold 5,314 H&R Block shares in Q1 2026, an estimated $232K.
Guggenheim Capital first reported a position in H&R Block in Q2 2013 and held it in 51 quarters.
Guggenheim Capital's H&R Block position peaked at $39.1M in Q2 2017.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.