HIA
HRB icon

HFM Investment Advisors’s H&R Block HRB Stock Holding History

HFM Investment Advisors’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 		$191 Buy
5
+4
+400% +$139 ﹤0.01% 1185
2026
Q1 		$32 Sell
1
-4
-80% -$139 ﹤0.01% 1185
2025
Q4 		$218 Sell
5
-1
-17% -$47 ﹤0.01% 996
2025
Q3 		$303 Sell
6
-3
-33% -$159 ﹤0.01% 858
2025
Q2 		$494 Buy
9
+4
+80% +$231 ﹤0.01% 653
2025
Q1 		$275 Buy
+5
New +$267 ﹤0.01% 508

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 $3.37T AUM 44.26% 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

HFM Investment Advisors's HRB Position: Q2 2026 in Review

HFM Investment Advisors increased its H&R Block (HRB) stake by 400% in Q2 2026, buying an estimated $139 and bringing the position to 5 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

HFM Investment Advisors first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $494 in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • HFM Investment Advisors held 5 shares of H&R Block worth $191 as of Q2 2026.
  • HFM Investment Advisors bought 4 H&R Block shares in Q2 2026, an estimated $139.
  • H&R Block made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1185 holding.
  • HFM Investment Advisors first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's H&R Block position peaked at $494 in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.