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iSAM Funds (UK)’s H&R Block HRB Stock Holding History

iSAM Funds (UK)’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
Q1 		$314K Buy
9,895
+3,756
+61% +$131K 0.16% 202
2025
Q4 		$268K Sell
6,139
-13,199
-68% -$617K 0.1% 242
2025
Q3 		$978K Buy
+19,338
New +$1.02M 0.2% 156
2023
Q3 		– Sell
-7,594
Closed -$242K – 280
2023
Q2 		$242K Buy
+7,594
New +$245K 0.22% 163

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

iSAM Funds (UK)'s HRB Position: Q1 2026 in Review

iSAM Funds (UK) increased its H&R Block (HRB) stake by 61% in Q1 2026, buying an estimated $131K and bringing the position to 9,895 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #202.

iSAM Funds (UK) first reported a position in HRB in Q2 2023 and has held it in 4 quarters since. The position peaked at $978K in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • iSAM Funds (UK) held 9,895 shares of H&R Block worth $314K as of Q1 2026.
  • iSAM Funds (UK) bought 3,756 H&R Block shares in Q1 2026, an estimated $131K.
  • H&R Block made up 0.16% of iSAM Funds (UK)'s portfolio in Q1 2026, its #202 holding.
  • iSAM Funds (UK) first reported a position in H&R Block in Q2 2023 and has held it in 4 quarters since.
  • iSAM Funds (UK)'s H&R Block position peaked at $978K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.