MCM
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MAI Capital Management’s H&R Block HRB Stock Holding History

MAI Capital Management’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 		$637K Buy
16,673
+13,879
+497% +$484K ﹤0.01% 1183
2026
Q1 		$88.7K Buy
2,794
+2,034
+268% +$70.9K ﹤0.01% 1907
2025
Q4 		$33.1K Buy
760
+256
+51% +$12K ﹤0.01% 2244
2025
Q3 		$25.5K Sell
504
-2
-0.4% -$106 ﹤0.01% 2290
2025
Q2 		$27.8K Buy
506
+456
+912% +$26.3K ﹤0.01% 2184
2025
Q1 		$2.75K Sell
50
-45
-47% -$2.41K ﹤0.01% 2899
2024
Q4 		$5.02K Buy
+95
New +$5.58K ﹤0.01% 2765
2024
Q3 		– Sell
-8,815
Closed -$478K – 1175
2024
Q2 		$478K Sell
8,815
-306
-3% -$15.2K ﹤0.01% 829
2024
Q1 		$448K Sell
9,121
-37
-0.4% -$1.76K ﹤0.01% 843
2023
Q4 		$443K Buy
9,158
+271
+3% +$12.1K 0.01% 742
2023
Q3 		$383K Sell
8,887
-34
-0.4% -$1.25K 0.01% 725
2023
Q2 		$284K Sell
8,921
-5,060
-36% -$163K ﹤0.01% 831
2023
Q1 		$493K Sell
13,981
-5,835
-29% -$216K 0.01% 645
2022
Q4 		$723K Sell
19,816
-646
-3% -$26.3K 0.01% 500
2022
Q3 		$870K Buy
+20,462
New +$866K 0.02% 407

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

MAI Capital Management's HRB Position: Q2 2026 in Review

MAI Capital Management increased its H&R Block (HRB) stake by 497% in Q2 2026, buying an estimated $484K and bringing the position to 16,673 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

MAI Capital Management first reported a position in HRB in Q3 2022 and has held it in 15 quarters since. The position peaked at $870K in Q3 2022. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • MAI Capital Management held 16,673 shares of H&R Block worth $637K as of Q2 2026.
  • MAI Capital Management bought 13,879 H&R Block shares in Q2 2026, an estimated $484K.
  • H&R Block made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1183 holding.
  • MAI Capital Management first reported a position in H&R Block in Q3 2022 and has held it in 15 quarters since.
  • MAI Capital Management's H&R Block position peaked at $870K in Q3 2022.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.