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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
Q2 		$714K Sell
18,757
-21,177
-53% -$738K 0.02% 516
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lighthouse Investment Partners's HRB Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its H&R Block (HRB) stake by 53% in Q2 2026, selling an estimated $738K and leaving 18,757 shares worth $714K. The position accounts for 0.02% of the portfolio, ranked #516.

Lighthouse Investment Partners first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Lighthouse Investment Partners held 18,757 shares of H&R Block worth $714K as of Q2 2026.
  • Lighthouse Investment Partners sold 21,177 H&R Block shares in Q2 2026, an estimated $738K.
  • H&R Block made up 0.02% of Lighthouse Investment Partners's portfolio in Q2 2026, its #516 holding.
  • Lighthouse Investment Partners first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • Lighthouse Investment Partners's H&R Block position peaked at $1.85M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.