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

Key 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 		– Sell
-102
Closed -$3.24K – 764
2026
Q1 		$3.24K Buy
+102
New +$3.56K ﹤0.01% 448

Other funds holding HRB

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Key Capital Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 102 shares — an estimated $3.24K sold.

Key Capital Management first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $3.24K in Q1 2026. 230 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Key Capital Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 102 H&R Block shares in Q2 2026, an estimated $3.24K.
  • Key Capital Management first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's H&R Block position peaked at $3.24K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.