Kemnay Advisory Services’s H&R Block HRB Stock Holding History

Kemnay Advisory Services’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	$18.3K	Buy	+480	New	+$16.7K	﹤0.01%	781
2017 Q4	–	Sell	-30,938	Closed	-$819K	–	122
2017 Q3	$819K	Buy	30,938 +4,947	+19%	+$144K	0.35%	51
2017 Q2	$803K	Buy	+25,991	New	+$682K	0.46%	73
2014 Q4	–	Sell	-77,255	Closed	-$2.4M	–	46
2014 Q3	$2.4M	Buy	+77,255	New	+$2.52M	1.39%	31

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

Kemnay Advisory Services's HRB Position: Q2 2026 in Review

Kemnay Advisory Services opened a new position in H&R Block (HRB) in Q2 2026: 480 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Kemnay Advisory Services previously reported a position in HRB as recently as Q3 2017.

Kemnay Advisory Services first reported a position in HRB in Q3 2014 and has held it in 4 quarters since. The position peaked at $2.4M in Q3 2014. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Kemnay Advisory Services held 480 shares of H&R Block worth $18.3K as of Q2 2026.
H&R Block was a new Kemnay Advisory Services position in Q2 2026.
H&R Block made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #781 holding.
Kemnay Advisory Services first reported a position in H&R Block in Q3 2014 and has held it in 4 quarters since.
Kemnay Advisory Services's H&R Block position peaked at $2.4M in Q3 2014.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.