JF
HRB icon

Jump Financial’s H&R Block HRB Stock Holding History

Jump Financial’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
-75,900
Closed -$2.41M – 2212
2026
Q1 		$2.41M Buy
75,900
+44,559
+142% +$1.55M 0.03% 586
2025
Q4 		$1.37M Buy
+31,341
New +$1.47M 0.02% 845
2025
Q3 		– Sell
-82,519
Closed -$4.53M – 1977
2025
Q2 		$4.53M Buy
82,519
+74,935
+988% +$4.33M 0.05% 441
2025
Q1 		$416K Buy
+7,584
New +$405K 0.01% 1155
2024
Q4 		– Sell
-6,000
Closed -$381K – 1804
2024
Q3 		$381K Sell
6,000
-1,000
-14% -$59.6K 0.01% 1209
2024
Q2 		$380K Sell
7,000
-14,000
-67% -$697K 0.01% 1263
2024
Q1 		$1.03M Hold
21,000
– – 0.03% 785
2023
Q4 		$1.02M Buy
+21,000
New +$936K 0.03% 717
2023
Q2 		– Sell
-40,438
Closed -$1.43M – 1955
2023
Q1 		$1.43M Buy
+40,438
New +$1.5M 0.06% 469
2022
Q3 		– Sell
-70,611
Closed -$2.49M – 1742
2022
Q2 		$2.49M Buy
70,611
+29,780
+73% +$919K 0.11% 258
2022
Q1 		$1.06M Buy
+40,831
New +$991K 0.05% 505
2021
Q4 		– Sell
-67,100
Closed -$1.68M – 1525
2021
Q3 		$1.68M Buy
+67,100
New +$1.67M 0.12% 186
2021
Q2 		– Sell
-18,300
Closed -$399K – 1224
2021
Q1 		$399K Buy
18,300
+6,600
+56% +$125K 0.04% 493
2020
Q4 		$186K Sell
11,700
-61,870
-84% -$1.07M 0.03% 793
2020
Q3 		$1.2M Buy
+73,570
New +$1.08M 0.24% 82

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

Jump Financial's HRB Position: Q2 2026 in Review

Jump Financial sold out of H&R Block (HRB) in Q2 2026, closing a stake of 75,900 shares — an estimated $2.41M sold.

Jump Financial first reported a position in HRB in Q3 2020 and held it in 15 quarters. The position peaked at $4.53M in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Jump Financial reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Jump Financial sold 75,900 H&R Block shares in Q2 2026, an estimated $2.41M.
  • Jump Financial first reported a position in H&R Block in Q3 2020 and held it in 15 quarters.
  • Jump Financial's H&R Block position peaked at $4.53M in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.