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Marex Group’s H&R Block HRB Stock Holding History

Marex Group’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 		– Sell
-5,317
Closed -$232K – 1131
2025
Q4 		$232K Buy
+5,317
New +$249K ﹤0.01% 795
2025
Q2 		– Sell
-4,175
Closed -$229K – 787
2025
Q1 		$229K Buy
+4,175
New +$223K ﹤0.01% 547
2024
Q4 		– Sell
-3,182
Closed -$202K – 752
2024
Q3 		$202K Buy
+3,182
New +$190K ﹤0.01% 483

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

Marex Group's HRB Position: Q1 2026 in Review

Marex Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,317 shares — an estimated $232K sold.

Marex Group first reported a position in HRB in Q3 2024 and held it in 3 quarters. The position peaked at $232K in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Marex Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 5,317 H&R Block shares in Q1 2026, an estimated $232K.
  • Marex Group first reported a position in H&R Block in Q3 2024 and held it in 3 quarters.
  • Marex Group's H&R Block position peaked at $232K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.