Kayne Anderson Rudnick Investment Management
HRB icon

Kayne Anderson Rudnick Investment Management’s H&R Block HRB Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$1.68K Hold
53
– – ﹤0.01% 805
2025
Q4 		$2.31K Hold
53
– – ﹤0.01% 805
2025
Q3 		$2.68K Hold
53
– – ﹤0.01% 803
2025
Q2 		$2.91K Hold
53
– – ﹤0.01% 801
2025
Q1 		$2.91K Hold
53
– – ﹤0.01% 768
2024
Q4 		$2.8K Hold
53
– – ﹤0.01% 789
2024
Q3 		$3.37K Hold
53
– – ﹤0.01% 767
2024
Q2 		$2.87K Hold
53
– – ﹤0.01% 736
2024
Q1 		$2.6K Sell
53
-16
-23% -$760 ﹤0.01% 740
2023
Q4 		$3.34K Hold
69
– – ﹤0.01% 701
2023
Q3 		$2.97K Hold
69
– – ﹤0.01% 654
2023
Q2 		$2.2K Buy
69
+53
+331% +$1.71K ﹤0.01% 676
2023
Q1 		$564 Buy
+16
New +$592 ﹤0.01% 673

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's HRB Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its H&R Block (HRB) position steady in Q1 2026 at 53 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Kayne Anderson Rudnick Investment Management first reported a position in HRB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.37K in Q3 2024. 483 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 53 shares of H&R Block worth $1.68K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management left its H&R Block share count unchanged in Q1 2026.
  • H&R Block made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #805 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in H&R Block in Q1 2023 and has held it in 13 quarters since.
  • Kayne Anderson Rudnick Investment Management's H&R Block position peaked at $3.37K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.