HCM
HRB icon

Huber Capital Management’s H&R Block HRB Stock Holding History

Huber Capital Management’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 		$747K Buy
23,524
+424
+2% +$14.8K 0.12% 68
2025
Q4 		$1.01M Sell
23,100
-100
-0.4% -$4.67K 0.15% 71
2025
Q3 		$1.17M Hold
23,200
– – 0.19% 69
2025
Q2 		$1.27M Hold
23,200
– – 0.22% 64
2025
Q1 		$1.27M Hold
23,200
– – 0.24% 65
2024
Q4 		$1.23M Buy
23,200
+3,000
+15% +$176K 0.24% 64
2024
Q3 		$1.28M Sell
20,200
-3,000
-13% -$179K 0.26% 67
2024
Q2 		$1.26M Sell
23,200
-118
-0.5% -$5.87K 0.29% 67
2024
Q1 		$1.15M Buy
23,318
+3,000
+15% +$143K 0.26% 70
2023
Q4 		$983K Sell
20,318
-15,426
-43% -$688K 0.25% 72
2023
Q3 		$1.54M Hold
35,744
– – 0.36% 68
2023
Q2 		$1.14M Buy
35,744
+15,500
+77% +$501K 0.27% 65
2023
Q1 		$714K Buy
20,244
+31
+0.2% +$1.15K 0.18% 70
2022
Q4 		$738K Hold
20,213
– – 0.19% 67
2022
Q3 		$860K Sell
20,213
-5,754
-22% -$243K 0.24% 63
2022
Q2 		$917K Sell
25,967
-20,950
-45% -$647K 0.26% 60
2022
Q1 		$1.22M Buy
46,917
+1,100
+2% +$26.7K 0.3% 59
2021
Q4 		$1.08M Sell
45,817
-9,800
-18% -$238K 0.28% 63
2021
Q3 		$1.39M Sell
55,617
-14,000
-20% -$349K 0.36% 55
2021
Q2 		$1.64M Sell
69,617
-4,100
-6% -$97.1K 0.42% 57
2021
Q1 		$1.61M Buy
+73,717
New +$1.39M 0.43% 52

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

Huber Capital Management's HRB Position: Q1 2026 in Review

Huber Capital Management increased its H&R Block (HRB) stake by 1.8% in Q1 2026, buying an estimated $14.8K and bringing the position to 23,524 shares worth $747K. The position accounts for 0.12% of the portfolio, ranked #68.

Huber Capital Management first reported a position in HRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.64M in Q2 2021. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Huber Capital Management held 23,524 shares of H&R Block worth $747K as of Q1 2026.
  • Huber Capital Management bought 424 H&R Block shares in Q1 2026, an estimated $14.8K.
  • H&R Block made up 0.12% of Huber Capital Management's portfolio in Q1 2026, its #68 holding.
  • Huber Capital Management first reported a position in H&R Block in Q1 2021 and has held it in 21 quarters since.
  • Huber Capital Management's H&R Block position peaked at $1.64M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.