Optimist Retirement Group’s H&R Block HRB Stock Holding History

Optimist Retirement Group’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	$2.21M	Buy	58,076 +268	+0.5%	+$9.34K	0.85%	37
2026 Q1	$1.83M	Buy	57,808 +15,500	+37%	+$540K	0.81%	41
2025 Q4	$1.84M	Buy	42,308 +543	+1%	+$25.4K	0.84%	36
2025 Q3	$2.11M	Buy	41,765 +530	+1%	+$28K	0.95%	39
2025 Q2	$2.26M	Sell	41,235 -3,027	-7%	-$175K	1.09%	27
2025 Q1	$2.43M	Buy	44,262 +1,416	+3%	+$75.7K	1.22%	18
2024 Q4	$2.26M	Sell	42,846 -236	-0.5%	-$13.9K	1.07%	21
2024 Q3	$2.74M	Sell	43,082 -2,354	-5%	-$140K	1.24%	13
2024 Q2	$2.46M	Sell	45,436 -4,593	-9%	-$229K	1.29%	14
2024 Q1	$2.46M	Sell	50,029 -1,722	-3%	-$81.8K	1.26%	14
2023 Q4	$2.5M	Buy	+51,751	New	+$2.31M	1.63%	12

Other funds holding HRB

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Optimist Retirement Group's HRB Position: Q2 2026 in Review

Optimist Retirement Group increased its H&R Block (HRB) stake by 0.46% in Q2 2026, buying an estimated $9.34K and bringing the position to 58,076 shares worth $2.21M. The position accounts for 0.85% of the portfolio, ranked #37.

Optimist Retirement Group first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q3 2024. 333 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Optimist Retirement Group held 58,076 shares of H&R Block worth $2.21M as of Q2 2026.
Optimist Retirement Group bought 268 H&R Block shares in Q2 2026, an estimated $9.34K.
H&R Block made up 0.85% of Optimist Retirement Group's portfolio in Q2 2026, its #37 holding.
Optimist Retirement Group first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's H&R Block position peaked at $2.74M in Q3 2024.
333 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.