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IBEX Wealth Advisors’s H&R Block HRB Stock Holding History

IBEX Wealth 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
Q1 		– Sell
-104,731
Closed -$4.56M – 205
2025
Q4 		$4.56M Buy
104,731
+1,212
+1% +$56.7K 0.45% 71
2025
Q3 		$5.23M Sell
103,519
-97,806
-49% -$5.17M 0.5% 62
2025
Q2 		$11.1M Buy
201,325
+6,437
+3% +$372K 1.18% 21
2025
Q1 		$10.7M Buy
194,888
+1,280
+0.7% +$68.4K 1.42% 20
2024
Q4 		$10.2M Buy
+193,608
New +$11.4M 1.2% 20
2024
Q3 		– Sell
-188,637
Closed -$10.2M – 159
2024
Q2 		$10.2M Sell
188,637
-46,471
-20% -$2.31M 1.6% 13
2024
Q1 		$8.58M Buy
235,108
+18,108
+8% +$860K 2.33% 11
2023
Q4 		$10.5M Sell
217,000
-2,180
-1% -$97.2K 2.28% 8
2023
Q3 		$9.44M Buy
+219,180
New +$8.09M 2.4% 7
2023
Q1 		$8.32M Buy
235,994
+886
+0.4% +$32.8K 2.16% 11
2022
Q4 		$8.58M Sell
235,108
-5,898
-2% -$240K 1.94% 12
2022
Q3 		$10.3M Sell
241,006
-4,912
-2% -$208K 2.66% 3
2022
Q2 		$8.69M Buy
245,918
+12,032
+5% +$371K 2% 7
2022
Q1 		$6.09M Buy
233,886
+34,497
+17% +$837K 1.17% 28
2021
Q4 		$4.7M Buy
+199,389
New +$4.84M 0.83% 40

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's HRB Position: Q1 2026 in Review

IBEX Wealth Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 104,731 shares — an estimated $4.56M sold.

IBEX Wealth Advisors first reported a position in HRB in Q4 2021 and held it in 15 quarters. The position peaked at $11.1M in Q2 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • IBEX Wealth Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 104,731 H&R Block shares in Q1 2026, an estimated $4.56M.
  • IBEX Wealth Advisors first reported a position in H&R Block in Q4 2021 and held it in 15 quarters.
  • IBEX Wealth Advisors's H&R Block position peaked at $11.1M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.