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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's HRB Position: Q1 2026 in Review

Mutual Advisors increased its H&R Block (HRB) stake by 250% in Q1 2026, buying an estimated $964K and bringing the position to 38,744 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #517.

Mutual Advisors first reported a position in HRB in Q3 2023 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Mutual Advisors held 38,744 shares of H&R Block worth $1.23M as of Q1 2026.
Mutual Advisors bought 27,666 H&R Block shares in Q1 2026, an estimated $964K.
H&R Block made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #517 holding.
Mutual Advisors first reported a position in H&R Block in Q3 2023 and has held it in 3 quarters since.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.