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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
Q2 		$6.29M Buy
165,056
+158,558
+2,440% +$5.52M 0.03% 444
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 $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

IEQ Capital's HRB Position: Q2 2026 in Review

IEQ Capital increased its H&R Block (HRB) stake by 2,440% in Q2 2026, buying an estimated $5.52M and bringing the position to 165,056 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #444.

IEQ Capital first reported a position in HRB in Q3 2024 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • IEQ Capital held 165,056 shares of H&R Block worth $6.29M as of Q2 2026.
  • IEQ Capital bought 158,558 H&R Block shares in Q2 2026, an estimated $5.52M.
  • H&R Block made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #444 holding.
  • IEQ Capital first reported a position in H&R Block in Q3 2024 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.