Key Capital Management
HRB icon

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
Q3 		$1.51K Buy
+37
New +$1.68K ﹤0.01% 634
2026
Q2 		– Sell
-102
Closed -$3.24K – 764
2026
Q1 		$3.24K Buy
+102
New +$3.56K ﹤0.01% 448

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Key Capital Management's HRB Position: Q3 2026 in Review

Key Capital Management opened a new position in H&R Block (HRB) in Q3 2026: 37 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Key Capital Management previously reported a position in HRB as recently as Q1 2026.

Key Capital Management first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.24K in Q1 2026. 340 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Key Capital Management held 37 shares of H&R Block worth $1.51K as of Q3 2026.
  • H&R Block was a new Key Capital Management position in Q3 2026.
  • H&R Block made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #634 holding.
  • Key Capital Management first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • Key Capital Management's H&R Block position peaked at $3.24K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.