Kendall Capital Management’s H&R Block HRB Stock Holding History

Kendall Capital 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	$2.08M	Sell	65,415 -5,365	-8%	-$187K	0.43%	57
2025 Q4	$3.08M	Buy	70,780 +5,545	+9%	+$259K	0.65%	40
2025 Q3	$3.3M	Buy	65,235 +2,815	+5%	+$149K	0.74%	35
2025 Q2	$3.43M	Buy	62,420 +7,670	+14%	+$443K	0.91%	30
2025 Q1	$3.01M	Buy	54,750 +2,215	+4%	+$118K	0.88%	30
2024 Q4	$2.78M	Buy	52,535 +6,990	+15%	+$411K	0.81%	36
2024 Q3	$2.89M	Buy	45,545 +3,255	+8%	+$194K	0.89%	28
2024 Q2	$2.29M	Buy	42,290 +11,285	+36%	+$562K	0.76%	34
2024 Q1	$1.52M	Buy	31,005 +5,030	+19%	+$239K	0.52%	61
2023 Q4	$1.26M	Buy	25,975 +8,565	+49%	+$382K	0.49%	66
2023 Q3	$750K	Buy	17,410 +11,025	+173%	+$407K	0.33%	93
2023 Q2	$203K	Buy	+6,385	New	+$206K	0.09%	192

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kendall Capital Management's HRB Position: Q1 2026 in Review

Kendall Capital Management reduced its H&R Block (HRB) stake by 7.6% in Q1 2026, selling an estimated $187K and leaving 65,415 shares worth $2.08M. The position accounts for 0.43% of the portfolio, ranked #57.

Kendall Capital Management first reported a position in HRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Kendall Capital Management held 65,415 shares of H&R Block worth $2.08M as of Q1 2026.
Kendall Capital Management sold 5,365 H&R Block shares in Q1 2026, an estimated $187K.
H&R Block made up 0.43% of Kendall Capital Management's portfolio in Q1 2026, its #57 holding.
Kendall Capital Management first reported a position in H&R Block in Q2 2023 and has held it in 12 quarters since.
Kendall Capital Management's H&R Block position peaked at $3.43M in Q2 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.