HFS
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Hantz Financial Services’s H&R Block HRB Stock Holding History

Hantz Financial Services’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 		$190K Buy
5,996
+2,700
+82% +$94.1K ﹤0.01% 1015
2025
Q4 		$144K Buy
3,296
+1,949
+145% +$91.1K ﹤0.01% 998
2025
Q3 		$68K Buy
1,347
+1,100
+445% +$58.1K ﹤0.01% 1120
2025
Q2 		$14K Buy
247
+219
+782% +$12.6K ﹤0.01% 1397
2025
Q1 		$2K Buy
+28
New +$1.5K ﹤0.01% 1375

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

Hantz Financial Services's HRB Position: Q1 2026 in Review

Hantz Financial Services increased its H&R Block (HRB) stake by 82% in Q1 2026, buying an estimated $94.1K and bringing the position to 5,996 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Hantz Financial Services first reported a position in HRB in Q1 2025 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Hantz Financial Services held 5,996 shares of H&R Block worth $190K as of Q1 2026.
  • Hantz Financial Services bought 2,700 H&R Block shares in Q1 2026, an estimated $94.1K.
  • H&R Block made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1015 holding.
  • Hantz Financial Services first reported a position in H&R Block in Q1 2025 and has held it in 5 quarters since.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.