MO
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McMillan Office’s H&R Block HRB Stock Holding History

McMillan Office’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 		$4.95K Hold
130
– – ﹤0.01% 435
2026
Q1 		$4.13K Hold
130
– – ﹤0.01% 429
2025
Q4 		$5.67K Buy
+130
New +$6.08K ﹤0.01% 409

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 $3.38T AUM 44.17% 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

McMillan Office's HRB Position: Q2 2026 in Review

McMillan Office held its H&R Block (HRB) position steady in Q2 2026 at 130 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

McMillan Office first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.67K in Q4 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • McMillan Office held 130 shares of H&R Block worth $4.95K as of Q2 2026.
  • McMillan Office left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #435 holding.
  • McMillan Office first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's H&R Block position peaked at $5.67K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.