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Unifi Asset Management LP’s H&R Block HRB Stock Holding History

Unifi Asset Management LP’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
-8,355
Closed -$265K – 74
2026
Q1 		$265K Hold
8,355
– – 0.08% 77
2025
Q4 		$364K Buy
+8,355
New +$391K 0.25% 66

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Unifi Asset Management LP's HRB Position: Q2 2026 in Review

Unifi Asset Management LP sold out of H&R Block (HRB) in Q2 2026, closing a stake of 8,355 shares — an estimated $265K sold.

Unifi Asset Management LP first reported a position in HRB in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Unifi Asset Management LP reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Unifi Asset Management LP sold 8,355 H&R Block shares in Q2 2026, an estimated $265K.
  • Unifi Asset Management LP first reported a position in H&R Block in Q4 2025 and held it in 2 quarters.
  • Unifi Asset Management LP's H&R Block position peaked at $364K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Unifi Asset Management LP's 13F filing for Q2 2026, filed 7 Aug 2026.