Lavelle Capital’s H&R Block HRB Stock Holding History

Lavelle Capital’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	-9,855	Closed	-$429K	–	78
2025 Q4	$429K	Buy	+9,855	New	+$461K	0.27%	66

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Lavelle Capital's HRB Position: Q1 2026 in Review

Lavelle Capital sold out of H&R Block (HRB) in Q1 2026, closing a stake of 9,855 shares — an estimated $429K sold.

Lavelle Capital first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $429K in Q4 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Lavelle Capital reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Lavelle Capital sold 9,855 H&R Block shares in Q1 2026, an estimated $429K.
Lavelle Capital first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
Lavelle Capital's H&R Block position peaked at $429K in Q4 2025.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.