International Assets Investment Management’s H&R Block HRB Stock Holding History

International Assets Investment Management’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	$6.49K	Sell	165 -6,810	-98%	-$237K	﹤0.01%	1909
2026 Q1	$222K	Buy	+6,975	New	+$243K	0.02%	763
2024 Q4	–	Sell	-24,785	Closed	-$390	–	1269
2024 Q3	$390	Buy	+24,785	New	+$1.48M	﹤0.01%	1412
2021 Q2	–	Sell	-211	Closed	-$3K	–	1091
2021 Q1	$3K	Hold	211	–	–	﹤0.01%	1933
2020 Q4	$3K	Buy	+211	New	+$3.64K	﹤0.01%	1788

Other funds holding HRB

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

International Assets Investment Management's HRB Position: Q2 2026 in Review

International Assets Investment Management reduced its H&R Block (HRB) stake by 98% in Q2 2026, selling an estimated $237K and leaving 165 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

International Assets Investment Management first reported a position in HRB in Q4 2020 and has held it in 5 quarters since. The position peaked at $222K in Q1 2026. 355 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

International Assets Investment Management held 165 shares of H&R Block worth $6.49K as of Q2 2026.
International Assets Investment Management sold 6,810 H&R Block shares in Q2 2026, an estimated $237K.
H&R Block made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1909 holding.
International Assets Investment Management first reported a position in H&R Block in Q4 2020 and has held it in 5 quarters since.
International Assets Investment Management's H&R Block position peaked at $222K in Q1 2026.
355 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.