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

Manchester 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
Q1 		$159 Sell
5
-260
-98% -$9.06K ﹤0.01% 1278
2025
Q4 		$11.5K Sell
265
-60
-18% -$2.81K ﹤0.01% 759
2025
Q3 		$16.4K Buy
+325
New +$17.2K ﹤0.01% 779

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

Manchester Capital Management's HRB Position: Q1 2026 in Review

Manchester Capital Management reduced its H&R Block (HRB) stake by 98% in Q1 2026, selling an estimated $9.06K and leaving 5 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Manchester Capital Management first reported a position in HRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.4K in Q3 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Manchester Capital Management held 5 shares of H&R Block worth $159 as of Q1 2026.
  • Manchester Capital Management sold 260 H&R Block shares in Q1 2026, an estimated $9.06K.
  • H&R Block made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1278 holding.
  • Manchester Capital Management first reported a position in H&R Block in Q3 2025 and has held it in 3 quarters since.
  • Manchester Capital Management's H&R Block position peaked at $16.4K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.