Jones Financial Companies
HRB icon

Jones Financial Companies’s H&R Block HRB Stock Holding History

Jones Financial Companies’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 		$605K Buy
16,036
+1,810
+13% +$63.1K ﹤0.01% 2136
2026
Q1 		$449K Buy
14,226
+1,171
+9% +$40.8K ﹤0.01% 2102
2025
Q4 		$569K Sell
13,055
-1,747
-12% -$81.7K ﹤0.01% 1460
2025
Q3 		$745K Buy
14,802
+1,178
+9% +$62.3K ﹤0.01% 1237
2025
Q2 		$747K Buy
13,624
+557
+4% +$32.2K ﹤0.01% 1124
2025
Q1 		$714K Buy
13,067
+2,044
+19% +$109K ﹤0.01% 987
2024
Q4 		$582K Buy
11,023
+423
+4% +$24.9K ﹤0.01% 938
2024
Q3 		$674K Buy
10,600
+9,297
+714% +$554K ﹤0.01% 721
2024
Q2 		$70.7K Buy
+1,303
New +$64.9K ﹤0.01% 1149
2022
Q2 		– Sell
-400
Closed -$10K – 781
2022
Q1 		$10K Buy
+400
New +$9.71K ﹤0.01% 508

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

Jones Financial Companies's HRB Position: Q2 2026 in Review

Jones Financial Companies increased its H&R Block (HRB) stake by 13% in Q2 2026, buying an estimated $63.1K and bringing the position to 16,036 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Jones Financial Companies first reported a position in HRB in Q1 2022 and has held it in 10 quarters since. The position peaked at $747K in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Jones Financial Companies held 16,036 shares of H&R Block worth $605K as of Q2 2026.
  • Jones Financial Companies bought 1,810 H&R Block shares in Q2 2026, an estimated $63.1K.
  • H&R Block made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2136 holding.
  • Jones Financial Companies first reported a position in H&R Block in Q1 2022 and has held it in 10 quarters since.
  • Jones Financial Companies's H&R Block position peaked at $747K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.