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Midwest Trust’s H&R Block HRB Stock Holding History

Midwest Trust’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 		$6.23M Sell
163,659
-3,479
-2% -$121K 0.07% 197
2026
Q1 		$5.3M Sell
167,138
-3,190
-2% -$111K 0.07% 202
2025
Q4 		$7.42M Sell
170,328
-3,442
-2% -$161K 0.09% 174
2025
Q3 		$8.79M Sell
173,770
-2,550
-1% -$135K 0.11% 161
2025
Q2 		$9.68M Buy
+176,320
New +$10.2M 0.13% 151

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

Midwest Trust's HRB Position: Q2 2026 in Review

Midwest Trust reduced its H&R Block (HRB) stake by 2.1% in Q2 2026, selling an estimated $121K and leaving 163,659 shares worth $6.23M. The position accounts for 0.07% of the portfolio, ranked #197.

Midwest Trust first reported a position in HRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.68M in Q2 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Midwest Trust held 163,659 shares of H&R Block worth $6.23M as of Q2 2026.
  • Midwest Trust sold 3,479 H&R Block shares in Q2 2026, an estimated $121K.
  • H&R Block made up 0.07% of Midwest Trust's portfolio in Q2 2026, its #197 holding.
  • Midwest Trust first reported a position in H&R Block in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's H&R Block position peaked at $9.68M in Q2 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.