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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
Q2 		– Sell
-9,895
Closed -$314K – 338
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 $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

iSAM Funds (UK)'s HRB Position: Q2 2026 in Review

iSAM Funds (UK) sold out of H&R Block (HRB) in Q2 2026, closing a stake of 9,895 shares — an estimated $314K sold.

iSAM Funds (UK) first reported a position in HRB in Q2 2023 and held it in 4 quarters. The position peaked at $978K in Q3 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • iSAM Funds (UK) reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 9,895 H&R Block shares in Q2 2026, an estimated $314K.
  • iSAM Funds (UK) first reported a position in H&R Block in Q2 2023 and held it in 4 quarters.
  • iSAM Funds (UK)'s H&R Block position peaked at $978K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.