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

Inscription 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 		$321K Buy
8,432
+1,299
+18% +$45.3K 0.03% 520
2026
Q1 		$226K Buy
+7,133
New +$249K 0.02% 580
2021
Q3 		– Sell
-13,540
Closed -$318K – 287
2021
Q2 		$318K Buy
+13,540
New +$321K 0.04% 246

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

Inscription Capital's HRB Position: Q2 2026 in Review

Inscription Capital increased its H&R Block (HRB) stake by 18% in Q2 2026, buying an estimated $45.3K and bringing the position to 8,432 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #520.

Inscription Capital first reported a position in HRB in Q2 2021 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Inscription Capital held 8,432 shares of H&R Block worth $321K as of Q2 2026.
  • Inscription Capital bought 1,299 H&R Block shares in Q2 2026, an estimated $45.3K.
  • H&R Block made up 0.03% of Inscription Capital's portfolio in Q2 2026, its #520 holding.
  • Inscription Capital first reported a position in H&R Block in Q2 2021 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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