JG
HRB icon

Jain Global’s H&R Block HRB Stock Holding History

Jain Global’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 		– Sell
-8,580
Closed -$374K – 1401
2025
Q4 		$374K Sell
8,580
-39,627
-82% -$1.85M ﹤0.01% 903
2025
Q3 		$2.44M Buy
48,207
+43,037
+832% +$2.27M 0.01% 496
2025
Q2 		$284K Buy
5,170
+855
+20% +$49.4K ﹤0.01% 906
2025
Q1 		$237K Buy
+4,315
New +$231K ﹤0.01% 774

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

Jain Global's HRB Position: Q1 2026 in Review

Jain Global sold out of H&R Block (HRB) in Q1 2026, closing a stake of 8,580 shares — an estimated $374K sold.

Jain Global first reported a position in HRB in Q1 2025 and held it in 4 quarters. The position peaked at $2.44M in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Jain Global reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Jain Global sold 8,580 H&R Block shares in Q1 2026, an estimated $374K.
  • Jain Global first reported a position in H&R Block in Q1 2025 and held it in 4 quarters.
  • Jain Global's H&R Block position peaked at $2.44M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.