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

Kennondale 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
Q2 		$2.55M Sell
66,879
-37,425
-36% -$1.3M 1.7% 19
2026
Q1 		$3.31M Buy
104,304
+75,018
+256% +$2.61M 2.39% 10
2025
Q4 		$1.28M Hold
29,286
– – 0.94% 43
2025
Q3 		$1.48M Hold
29,286
– – 1.13% 37
2025
Q2 		$1.61M Hold
29,286
– – 1.64% 20
2025
Q1 		$1.61M Hold
29,286
– – 1.75% 22
2024
Q4 		$1.55M Buy
+29,286
New +$1.72M 1.67% 20

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

Kennondale Capital Management's HRB Position: Q2 2026 in Review

Kennondale Capital Management reduced its H&R Block (HRB) stake by 36% in Q2 2026, selling an estimated $1.3M and leaving 66,879 shares worth $2.55M. The position accounts for 1.7% of the portfolio, ranked #19.

Kennondale Capital Management first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Kennondale Capital Management held 66,879 shares of H&R Block worth $2.55M as of Q2 2026.
  • Kennondale Capital Management sold 37,425 H&R Block shares in Q2 2026, an estimated $1.3M.
  • H&R Block made up 1.7% of Kennondale Capital Management's portfolio in Q2 2026, its #19 holding.
  • Kennondale Capital Management first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • Kennondale Capital Management's H&R Block position peaked at $3.31M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Kennondale Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.