KIG
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Kessler Investment Group’s H&R Block HRB Stock Holding History

Kessler Investment Group’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 		– Sell
-18,329
Closed -$799K – 89
2025
Q4 		$799K Sell
18,329
-5
-0% -$234 0.34% 46
2025
Q3 		$927K Buy
18,334
+72
+0.4% +$3.81K 0.4% 39
2025
Q2 		$1M Buy
18,262
+1,017
+6% +$58.7K 0.41% 41
2025
Q1 		$947K Sell
17,245
-1,082
-6% -$57.8K 0.46% 40
2024
Q4 		$968K Sell
18,327
-708
-4% -$41.6K 0.46% 41
2024
Q3 		$1.21M Buy
19,035
+51
+0.3% +$3.04K 0.62% 34
2024
Q2 		$1.03M Buy
+18,984
New +$945K 0.56% 42

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kessler Investment Group's HRB Position: Q1 2026 in Review

Kessler Investment Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 18,329 shares — an estimated $799K sold.

Kessler Investment Group first reported a position in HRB in Q2 2024 and held it in 7 quarters. The position peaked at $1.21M in Q3 2024. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Kessler Investment Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Kessler Investment Group sold 18,329 H&R Block shares in Q1 2026, an estimated $799K.
  • Kessler Investment Group first reported a position in H&R Block in Q2 2024 and held it in 7 quarters.
  • Kessler Investment Group's H&R Block position peaked at $1.21M in Q3 2024.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Kessler Investment Group's 13F filing for Q1 2026, filed 10 Apr 2026.