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Lighthouse Investment Partners’s H&R Block HRB Stock Holding History

Lighthouse Investment Partners’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 		$1.27M Sell
39,934
-2,537
-6% -$88.4K 0.04% 383
2025
Q4 		$1.85M Buy
+42,471
New +$1.99M 0.06% 365

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lighthouse Investment Partners's HRB Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its H&R Block (HRB) stake by 6% in Q1 2026, selling an estimated $88.4K and leaving 39,934 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #383.

Lighthouse Investment Partners first reported a position in HRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.85M in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Lighthouse Investment Partners held 39,934 shares of H&R Block worth $1.27M as of Q1 2026.
  • Lighthouse Investment Partners sold 2,537 H&R Block shares in Q1 2026, an estimated $88.4K.
  • H&R Block made up 0.04% of Lighthouse Investment Partners's portfolio in Q1 2026, its #383 holding.
  • Lighthouse Investment Partners first reported a position in H&R Block in Q4 2025 and has held it in 2 quarters since.
  • Lighthouse Investment Partners's H&R Block position peaked at $1.85M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.