Israel Englander’s H&R Block HRB Stock Holding History

Israel Englander’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
2024 Q2	–	Sell	-40,700	Closed	-$2M	–	6165
2024 Q1	$2M	Buy	+40,700	New	+$1.93M	﹤0.01%	3740
2023 Q4	–	Sell	-110,000	Closed	-$4.74M	–	6263
2023 Q3	$4.74M	Buy	+110,000	New	+$4.06M	﹤0.01%	2735
2015 Q4	–	Sell	-1,420,000	Closed	-$51.4M	–	3564
2015 Q3	$51.4M	Buy	+1,420,000	New	+$48.1M	0.1%	235
2015 Q2	–	Sell	-2,100	Closed	-$67K	–	3542
2015 Q1	$67K	Buy	+2,100	New	+$70.3K	﹤0.01%	3443
2014 Q3	–	Sell	-258,400	Closed	-$8.66M	–	3816
2014 Q2	$8.66M	Sell	258,400 -198,400	-43%	-$5.91M	0.02%	903
2014 Q1	$13.8M	Buy	+456,800	New	+$13.7M	0.04%	625

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Israel Englander's HRB Position: Q2 2026 in Review

Israel Englander reduced its H&R Block (HRB) stake by 82% in Q2 2026, selling an estimated $9.77M and leaving 63,187 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3667.

Israel Englander first reported a position in HRB in Q2 2013 and has held it in 49 quarters since. The position peaked at $89.5M in Q3 2015. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Israel Englander held 63,187 shares of H&R Block worth $2.41M as of Q2 2026.
Israel Englander sold 280,455 H&R Block shares in Q2 2026, an estimated $9.77M.
H&R Block made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #3667 holding.
Israel Englander first reported a position in H&R Block in Q2 2013 and has held it in 49 quarters since.
Israel Englander's H&R Block position peaked at $89.5M in Q3 2015.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.