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

Mather 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
Q2 		$20.2K Hold
531
– – ﹤0.01% 1327
2026
Q1 		$16.9K Buy
+531
New +$18.5K ﹤0.01% 1322
2025
Q4 		– Sell
-685
Closed -$34.6K – 1082
2025
Q3 		$34.6K Buy
+685
New +$36.2K ﹤0.01% 992
2025
Q2 		– Sell
-710
Closed -$39K – 1096
2025
Q1 		$39K Buy
710
+135
+23% +$7.22K ﹤0.01% 941
2024
Q4 		$30.4K Hold
575
– – ﹤0.01% 975
2024
Q3 		$36.6K Hold
575
– – ﹤0.01% 942
2024
Q2 		$28.2K Hold
575
– – ﹤0.01% 1175
2024
Q1 		$27.8K Buy
+575
New +$27.3K ﹤0.01% 990

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

Mather Group's HRB Position: Q2 2026 in Review

Mather Group held its H&R Block (HRB) position steady in Q2 2026 at 531 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Mather Group first reported a position in HRB in Q1 2024 and has held it in 8 quarters since. The position peaked at $39K in Q1 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Mather Group held 531 shares of H&R Block worth $20.2K as of Q2 2026.
  • Mather Group left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1327 holding.
  • Mather Group first reported a position in H&R Block in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's H&R Block position peaked at $39K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.