Ifrah Financial Services’s H&R Block HRB Stock Holding History

Ifrah Financial Services’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	$598K	Sell	15,700 -100	-0.6%	-$3.48K	0.15%	106
2026 Q1	$501K	Sell	15,800 -331	-2%	-$11.5K	0.13%	108
2025 Q4	$703K	Sell	16,131 -301	-2%	-$14.1K	0.18%	87
2025 Q3	$831K	Sell	16,432 -68	-0.4%	-$3.59K	0.22%	77
2025 Q2	$906K	Sell	16,500 -182	-1%	-$10.5K	0.25%	67
2025 Q1	$916K	Sell	16,682 -1,046	-6%	-$55.9K	0.26%	65
2024 Q4	$937K	Sell	17,728 -578	-3%	-$34K	0.26%	67
2024 Q3	$1.16M	Sell	18,306 -348	-2%	-$20.7K	0.31%	63
2024 Q2	$1.01M	Sell	18,654 -1,941	-9%	-$96.6K	0.29%	66
2024 Q1	$1.01M	Sell	20,595 -508	-2%	-$24.1K	0.28%	65
2023 Q4	$1.02M	Sell	21,103 -1,161	-5%	-$51.7K	0.3%	66
2023 Q3	$959K	Sell	22,264 -131	-0.6%	-$4.84K	0.3%	66
2023 Q2	$714K	Sell	22,395 -153	-0.7%	-$4.94K	0.22%	81
2023 Q1	$795K	Sell	22,548 -425	-2%	-$15.7K	0.25%	72
2022 Q4	$839K	Sell	22,973 -752	-3%	-$30.6K	0.28%	70
2022 Q3	$1.01M	Sell	23,725 -32	-0.1%	-$1.35K	0.35%	58
2022 Q2	$839K	Buy	+23,757	New	+$733K	0.27%	72

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ifrah Financial Services's HRB Position: Q2 2026 in Review

Ifrah Financial Services reduced its H&R Block (HRB) stake by 0.63% in Q2 2026, selling an estimated $3.48K and leaving 15,700 shares worth $598K. The position accounts for 0.15% of the portfolio, ranked #106.

Ifrah Financial Services first reported a position in HRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Ifrah Financial Services held 15,700 shares of H&R Block worth $598K as of Q2 2026.
Ifrah Financial Services sold 100 H&R Block shares in Q2 2026, an estimated $3.48K.
H&R Block made up 0.15% of Ifrah Financial Services's portfolio in Q2 2026, its #106 holding.
Ifrah Financial Services first reported a position in H&R Block in Q2 2022 and has held it in 17 quarters since.
Ifrah Financial Services's H&R Block position peaked at $1.16M in Q3 2024.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.