Mackenzie Financial
HRB icon

Mackenzie Financial’s H&R Block HRB Stock Holding History

Mackenzie Financial’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 		$11.7M Buy
308,367
+299,835
+3,514% +$10.4M 0.01% 579
2026
Q1 		$271K Sell
8,532
-1,607
-16% -$56K ﹤0.01% 1320
2025
Q4 		$441K Sell
10,139
-18,313
-64% -$856K ﹤0.01% 1258
2025
Q3 		$1.44M Sell
28,452
-78,541
-73% -$4.15M ﹤0.01% 949
2025
Q2 		$5.87M Buy
106,993
+80,436
+303% +$4.64M 0.01% 574
2025
Q1 		$1.46M Sell
26,557
-31,996
-55% -$1.71M ﹤0.01% 869
2024
Q4 		$3.09M Sell
58,553
-2,758
-4% -$162K ﹤0.01% 658
2024
Q3 		$3.9M Sell
61,311
-100,044
-62% -$5.96M 0.01% 593
2024
Q2 		$8.75M Buy
161,355
+38,017
+31% +$1.89M 0.01% 458
2024
Q1 		$6.06M Buy
123,338
+538
+0.4% +$25.6K 0.01% 528
2023
Q4 		$5.94M Buy
122,800
+30,959
+34% +$1.38M 0.01% 527
2023
Q3 		$3.8M Sell
91,841
-80,157
-47% -$2.96M 0.01% 590
2023
Q2 		$5.57M Buy
171,998
+73,773
+75% +$2.38M 0.01% 533
2023
Q1 		$3.46M Buy
98,225
+84,129
+597% +$3.11M 0.01% 622
2022
Q4 		$515K Sell
14,096
-3,900
-22% -$158K ﹤0.01% 923
2022
Q3 		$766K Buy
17,996
+4,879
+37% +$206K ﹤0.01% 861
2022
Q2 		$463K Buy
+13,117
New +$405K ﹤0.01% 962
2021
Q3 		– Sell
-9,000
Closed -$211K – 1456
2021
Q2 		$211K Buy
+9,000
New +$213K ﹤0.01% 1159
2019
Q3 		– Sell
-36,664
Closed -$1.07M – 1046
2019
Q2 		$1.07M Sell
36,664
-6,122
-14% -$165K ﹤0.01% 740
2019
Q1 		$1.02M Buy
42,786
+17,223
+67% +$423K ﹤0.01% 919
2018
Q4 		$649K Buy
25,563
+2,699
+12% +$72K ﹤0.01% 884
2018
Q3 		$589K Buy
22,864
+7,848
+52% +$199K ﹤0.01% 849
2018
Q2 		$342K Buy
15,016
+3,185
+27% +$84.5K ﹤0.01% 858
2018
Q1 		$301K Buy
+11,831
New +$311K ﹤0.01% 810

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 $3.37T AUM 44.26% 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

Mackenzie Financial's HRB Position: Q2 2026 in Review

Mackenzie Financial increased its H&R Block (HRB) stake by 3,514% in Q2 2026, buying an estimated $10.4M and bringing the position to 308,367 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #579.

Mackenzie Financial first reported a position in HRB in Q1 2018 and has held it in 24 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Mackenzie Financial held 308,367 shares of H&R Block worth $11.7M as of Q2 2026.
  • Mackenzie Financial bought 299,835 H&R Block shares in Q2 2026, an estimated $10.4M.
  • H&R Block made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #579 holding.
  • Mackenzie Financial first reported a position in H&R Block in Q1 2018 and has held it in 24 quarters since.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.