JT
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Jupiter Topco’s H&R Block HRB Stock Holding History

Jupiter Topco’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 		$12.6M Buy
+329,673
New +$11.5M 0.01% 760

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Topco's HRB Position: Q2 2026 in Review

Jupiter Topco opened a new position in H&R Block (HRB) in Q2 2026: 329,673 shares worth $12.6M. The stake represents 0.01% of the portfolio and ranks #760 among its holdings.

507 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Jupiter Topco held 329,673 shares of H&R Block worth $12.6M as of Q2 2026.
  • H&R Block was a new Jupiter Topco position in Q2 2026.
  • H&R Block made up 0.01% of Jupiter Topco's portfolio in Q2 2026, its #760 holding.
  • 507 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.