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IEQ Capital’s H&R Block HRB Stock Holding History

IEQ Capital’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 		$206K Buy
+6,498
New +$226K ﹤0.01% 1689
2025
Q1 		– Sell
-13,348
Closed -$705K – 1665
2024
Q4 		$705K Buy
13,348
+4,401
+49% +$259K 0.01% 749
2024
Q3 		$569K Buy
+8,947
New +$533K 0.01% 713

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

IEQ Capital's HRB Position: Q1 2026 in Review

IEQ Capital opened a new position in H&R Block (HRB) in Q1 2026: 6,498 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1689 among its holdings. This is a return to the name: IEQ Capital previously reported a position in HRB as recently as Q4 2024.

IEQ Capital first reported a position in HRB in Q3 2024 and has held it in 3 quarters since. The position peaked at $705K in Q4 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • IEQ Capital held 6,498 shares of H&R Block worth $206K as of Q1 2026.
  • H&R Block was a new IEQ Capital position in Q1 2026.
  • H&R Block made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1689 holding.
  • IEQ Capital first reported a position in H&R Block in Q3 2024 and has held it in 3 quarters since.
  • IEQ Capital's H&R Block position peaked at $705K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.