HI
HRB icon

Harbour Investments’s H&R Block HRB Stock Holding History

Harbour Investments’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 		$292K Sell
9,208
-2,931
-24% -$102K ﹤0.01% 1327
2025
Q4 		$529K Buy
12,139
+3,811
+46% +$178K 0.01% 826
2025
Q3 		$421K Buy
8,328
+1,719
+26% +$90.8K 0.01% 891
2025
Q2 		$363K Buy
6,609
+79
+1% +$4.56K 0.01% 904
2025
Q1 		$359K Buy
6,530
+5,010
+330% +$268K 0.01% 848
2024
Q4 		$80.3K Buy
1,520
+1,428
+1,552% +$83.9K ﹤0.01% 1469
2024
Q3 		$5.85K Buy
92
+16
+21% +$954 ﹤0.01% 2576
2024
Q2 		$4.12K Hold
76
– – ﹤0.01% 2578
2024
Q1 		$3.73K Hold
76
– – ﹤0.01% 2599
2023
Q4 		$3.68K Buy
+76
New +$3.39K ﹤0.01% 2528
2023
Q3 		– Sell
-9
Closed -$289 – 3046
2023
Q2 		$289 Sell
9
-1,404
-99% -$45.4K ﹤0.01% 2874
2023
Q1 		$49.8K Buy
1,413
+175
+14% +$6.47K ﹤0.01% 1361
2022
Q4 		$45.2K Sell
1,238
-266
-18% -$10.8K ﹤0.01% 1340
2022
Q3 		$53K Hold
1,504
– – ﹤0.01% 1237
2022
Q2 		$53K Buy
+1,504
New +$46.4K ﹤0.01% 1237
2021
Q4 		$54K Sell
2,274
-2,760
-55% -$66.9K ﹤0.01% 1232
2021
Q3 		$126K Sell
5,034
-93
-2% -$2.32K ﹤0.01% 1244
2021
Q2 		$120K Sell
5,127
-520
-9% -$12.3K ﹤0.01% 1307
2021
Q1 		$123K Buy
+5,647
New +$107K ﹤0.01% 1201

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

Harbour Investments's HRB Position: Q1 2026 in Review

Harbour Investments reduced its H&R Block (HRB) stake by 24% in Q1 2026, selling an estimated $102K and leaving 9,208 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Harbour Investments first reported a position in HRB in Q1 2021 and has held it in 19 quarters since. The position peaked at $529K in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Harbour Investments held 9,208 shares of H&R Block worth $292K as of Q1 2026.
  • Harbour Investments sold 2,931 H&R Block shares in Q1 2026, an estimated $102K.
  • H&R Block made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1327 holding.
  • Harbour Investments first reported a position in H&R Block in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's H&R Block position peaked at $529K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.