Mutual Advisors’s H&R Block HRB Stock Holding History

Mutual Advisors’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	–	Sell	-38,744	Closed	-$1.23M	–	1425
2026 Q1	$1.23M	Buy	38,744 +27,666	+250%	+$964K	0.03%	517
2025 Q4	$483K	Buy	+11,078	New	+$518K	0.01%	898
2023 Q4	–	Sell	-10,576	Closed	-$455K	–	1039
2023 Q3	$455K	Buy	+10,576	New	+$391K	0.02%	641

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mutual Advisors's HRB Position: Q2 2026 in Review

Mutual Advisors sold out of H&R Block (HRB) in Q2 2026, closing a stake of 38,744 shares — an estimated $1.23M sold.

Mutual Advisors first reported a position in HRB in Q3 2023 and held it in 3 quarters. The position peaked at $1.23M in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Mutual Advisors reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Mutual Advisors sold 38,744 H&R Block shares in Q2 2026, an estimated $1.23M.
Mutual Advisors first reported a position in H&R Block in Q3 2023 and held it in 3 quarters.
Mutual Advisors's H&R Block position peaked at $1.23M in Q1 2026.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.