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Optas LLC’s H&R Block HRB Stock Holding History

Optas LLC’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 		$212K Buy
+5,558
New +$194K 0.03% 437

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Optas LLC's HRB Position: Q2 2026 in Review

Optas LLC opened a new position in H&R Block (HRB) in Q2 2026: 5,558 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #437 among its holdings.

109 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Optas LLC held 5,558 shares of H&R Block worth $212K as of Q2 2026.
  • H&R Block was a new Optas LLC position in Q2 2026.
  • H&R Block made up 0.03% of Optas LLC's portfolio in Q2 2026, its #437 holding.
  • 109 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.