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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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

Kennondale Capital Management increased its H&R Block (HRB) stake by 256% in Q1 2026, buying an estimated $2.61M and bringing the position to 104,304 shares worth $3.31M. The position accounts for 2.39% of the portfolio, ranked #10.

Kennondale Capital Management first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Kennondale Capital Management held 104,304 shares of H&R Block worth $3.31M as of Q1 2026.
  • Kennondale Capital Management bought 75,018 H&R Block shares in Q1 2026, an estimated $2.61M.
  • H&R Block made up 2.39% of Kennondale Capital Management's portfolio in Q1 2026, its #10 holding.
  • Kennondale Capital Management first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Kennondale Capital Management's 13F filing for Q1 2026, filed 12 May 2026.