John Overdeck’s H&R Block HRB Stock Holding History

John Overdeck’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	-4,600	Closed	-$200K	–	4729
2025 Q4	$200K	Buy	+4,600	New	+$215K	﹤0.01%	3764
2022 Q1	–	Sell	-10,200	Closed	-$240K	–	3394
2021 Q4	$240K	Sell	10,200 -38,800	-79%	-$941K	﹤0.01%	3804
2021 Q3	$1.23M	Buy	+49,000	New	+$1.22M	﹤0.01%	2425
2021 Q2	–	Sell	-12,800	Closed	-$279K	–	4274
2021 Q1	$279K	Sell	12,800 -8,200	-39%	-$155K	﹤0.01%	3390
2020 Q4	$333K	Buy	+21,000	New	+$363K	﹤0.01%	2779
2020 Q1	–	Sell	-10,400	Closed	-$244K	–	3423
2019 Q4	$244K	Sell	10,400 -13,300	-56%	-$319K	﹤0.01%	3319
2019 Q3	$560K	Buy	+23,700	New	+$627K	﹤0.01%	2472
2019 Q1	–	Sell	-26,300	Closed	-$667K	–	3218
2018 Q4	$667K	Sell	26,300 -14,300	-35%	-$382K	﹤0.01%	1910
2018 Q3	$1.04M	Sell	40,600 -54,000	-57%	-$1.37M	﹤0.01%	1942
2018 Q2	$2.15M	Buy	94,600 +22,800	+32%	+$605K	0.01%	1556
2018 Q1	$1.82M	Sell	71,800 -39,700	-36%	-$1.04M	0.01%	1588
2017 Q4	$2.92M	Buy	+111,500	New	+$2.89M	0.01%	1226
2017 Q2	–	Sell	-19,300	Closed	-$449K	–	3098
2017 Q1	$449K	Buy	19,300 +7,300	+61%	+$163K	﹤0.01%	2399
2016 Q4	$276K	Sell	12,000 -5,000	-29%	-$114K	﹤0.01%	2783
2016 Q3	$394K	Buy	+17,000	New	+$398K	﹤0.01%	2575
2016 Q2	–	Sell	-18,000	Closed	-$476K	–	3034
2016 Q1	$476K	Buy	+18,000	New	+$565K	﹤0.01%	2086

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

John Overdeck's HRB Position: Q2 2026 in Review

John Overdeck increased its H&R Block (HRB) stake by 494% in Q2 2026, buying an estimated $8.73M and bringing the position to 301,186 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #1426.

John Overdeck first reported a position in HRB in Q2 2013 and has held it in 38 quarters since. The position peaked at $58.4M in Q2 2014. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

John Overdeck held 301,186 shares of H&R Block worth $11.5M as of Q2 2026.
John Overdeck bought 250,448 H&R Block shares in Q2 2026, an estimated $8.73M.
H&R Block made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1426 holding.
John Overdeck first reported a position in H&R Block in Q2 2013 and has held it in 38 quarters since.
John Overdeck's H&R Block position peaked at $58.4M in Q2 2014.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.