HI
HRB icon

Human Investing’s H&R Block HRB Stock Holding History

Human Investing’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 		$984K Sell
25,831
-612
-2% -$21.3K 0.13% 42
2026
Q1 		$839K Sell
26,443
-3,937
-13% -$137K 0.12% 47
2025
Q4 		$1.32M Sell
30,380
-4,881
-14% -$228K 0.19% 33
2025
Q3 		$1.78M Sell
35,261
-1,889
-5% -$99.8K 0.26% 28
2025
Q2 		$2.04M Sell
37,150
-3,797
-9% -$219K 0.32% 28
2025
Q1 		$2.25M Sell
40,947
-992
-2% -$53K 0.4% 27
2024
Q4 		$2.22M Sell
41,939
-119
-0.3% -$6.99K 0.39% 27
2024
Q3 		$2.67M Sell
42,058
-886
-2% -$52.8K 0.48% 28
2024
Q2 		$2.33M Sell
42,944
-1,607
-4% -$80K 0.45% 30
2024
Q1 		$2.19M Sell
44,551
-479
-1% -$22.8K 0.44% 29
2023
Q4 		$2.18M Sell
45,030
-6,043
-12% -$269K 0.47% 28
2023
Q3 		$2.2M Sell
51,073
-678
-1% -$25K 0.51% 26
2023
Q2 		$1.65M Sell
51,751
-1,497
-3% -$48.4K 0.38% 29
2023
Q1 		$1.88M Sell
53,248
-538
-1% -$19.9K 0.46% 28
2022
Q4 		$1.96M Sell
53,786
-6,850
-11% -$278K 0.5% 25
2022
Q3 		$2.58M Sell
60,636
-20,282
-25% -$858K 0.66% 23
2022
Q2 		$2.86M Sell
80,918
-2,480
-3% -$76.6K 0.69% 23
2022
Q1 		$2.17M Sell
83,398
-15,145
-15% -$368K 0.48% 30
2021
Q4 		$2.32M Sell
98,543
-435
-0.4% -$10.6K 0.55% 27
2021
Q3 		$2.47M Sell
98,978
-4,251
-4% -$106K 0.58% 27
2021
Q2 		$2.42M Sell
103,229
-11,243
-10% -$266K 0.59% 28
2021
Q1 		$2.5M Buy
114,472
+1,991
+2% +$37.6K 0.64% 27
2020
Q4 		$1.78M Sell
112,481
-45,754
-29% -$790K 0.5% 36
2020
Q3 		$2.58M Sell
158,235
-7,333
-4% -$108K 0.85% 21
2020
Q2 		$2.36M Buy
165,568
+33,927
+26% +$536K 0.83% 21
2020
Q1 		$1.85M Sell
131,641
-7,124
-5% -$149K 0.8% 27
2019
Q4 		$3.26M Buy
138,765
+91,463
+193% +$2.2M 1.06% 15
2019
Q3 		$1.12M Buy
47,302
+392
+0.8% +$10.4K 0.4% 73
2019
Q2 		$1.37M Buy
46,910
+741
+2% +$19.9K 0.5% 63
2019
Q1 		$1.1M Buy
46,169
+41,548
+899% +$1.02M 0.41% 75
2018
Q4 		$117K Buy
+4,621
New +$123K 0.05% 138

Other funds holding HRB

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Human Investing's HRB Position: Q2 2026 in Review

Human Investing reduced its H&R Block (HRB) stake by 2.3% in Q2 2026, selling an estimated $21.3K and leaving 25,831 shares worth $984K. The position accounts for 0.13% of the portfolio, ranked #42.

Human Investing first reported a position in HRB in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.26M in Q4 2019. 174 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Human Investing held 25,831 shares of H&R Block worth $984K as of Q2 2026.
  • Human Investing sold 612 H&R Block shares in Q2 2026, an estimated $21.3K.
  • H&R Block made up 0.13% of Human Investing's portfolio in Q2 2026, its #42 holding.
  • Human Investing first reported a position in H&R Block in Q4 2018 and has held it in 31 quarters since.
  • Human Investing's H&R Block position peaked at $3.26M in Q4 2019.
  • 174 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.