Kilter Group’s H&R Block HRB Stock Holding History

Kilter 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 Q2	$2.44K	Sell	64 -1	-2%	-$35	﹤0.01%	943
2026 Q1	$2.06K	Buy	65 +55	+550%	+$1.92K	﹤0.01%	938
2025 Q4	$436	Buy	+10	New	+$467	﹤0.01%	1208

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kilter Group's HRB Position: Q2 2026 in Review

Kilter Group reduced its H&R Block (HRB) stake by 1.5% in Q2 2026, selling an estimated $35 and leaving 64 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Kilter Group first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Kilter Group held 64 shares of H&R Block worth $2.44K as of Q2 2026.
Kilter Group sold 1 H&R Block share in Q2 2026, an estimated $35.
H&R Block made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #943 holding.
Kilter Group first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.