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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
Q2 		$545K Buy
14,305
+8,309
+139% +$290K 0.01% 691
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hantz Financial Services's HRB Position: Q2 2026 in Review

Hantz Financial Services increased its H&R Block (HRB) stake by 139% in Q2 2026, buying an estimated $290K and bringing the position to 14,305 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #691.

Hantz Financial Services first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Hantz Financial Services held 14,305 shares of H&R Block worth $545K as of Q2 2026.
  • Hantz Financial Services bought 8,309 H&R Block shares in Q2 2026, an estimated $290K.
  • H&R Block made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #691 holding.
  • Hantz Financial Services first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.