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HRB icon

InceptionR’s H&R Block HRB Stock Holding History

InceptionR’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 		– Sell
-8,093
Closed -$257K – 761
2026
Q1 		$257K Buy
+8,093
New +$282K 0.06% 516
2025
Q3 		– Sell
-11,538
Closed -$633K – 801
2025
Q2 		$633K Sell
11,538
-625
-5% -$36.1K 0.15% 255
2025
Q1 		$668K Sell
12,163
-1,006
-8% -$53.8K 0.2% 194
2024
Q4 		$696K Buy
13,169
+2,542
+24% +$149K 0.16% 259
2024
Q3 		$675K Buy
+10,627
New +$633K 0.16% 240
2023
Q2 		– Sell
-12,670
Closed -$447K – 510
2023
Q1 		$447K Buy
+12,670
New +$469K 0.14% 269

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

InceptionR's HRB Position: Q2 2026 in Review

InceptionR sold out of H&R Block (HRB) in Q2 2026, closing a stake of 8,093 shares — an estimated $257K sold.

InceptionR first reported a position in HRB in Q1 2023 and held it in 6 quarters. The position peaked at $696K in Q4 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • InceptionR reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 8,093 H&R Block shares in Q2 2026, an estimated $257K.
  • InceptionR first reported a position in H&R Block in Q1 2023 and held it in 6 quarters.
  • InceptionR's H&R Block position peaked at $696K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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