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Park Square Financial Group’s H&R Block HRB Stock Holding History

Park Square Financial 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
Q1 		– Sell
-147
Closed -$7.77K – 279
2025
Q4 		$7.77K Buy
+147
New +$6.87K 0.05% 170
2025
Q3 		– Sell
-104
Closed -$5.71K – 563
2025
Q2 		$5.71K Sell
104
-103
-50% -$5.95K ﹤0.01% 715
2025
Q1 		$11.4K Sell
207
-64
-24% -$3.42K 0.01% 565
2024
Q4 		$14.3K Buy
+271
New +$15.9K 0.01% 510

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Park Square Financial Group's HRB Position: Q1 2026 in Review

Park Square Financial Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 147 shares — an estimated $7.77K sold.

Park Square Financial Group first reported a position in HRB in Q4 2024 and held it in 4 quarters. The position peaked at $14.3K in Q4 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Park Square Financial Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Park Square Financial Group sold 147 H&R Block shares in Q1 2026, an estimated $7.77K.
  • Park Square Financial Group first reported a position in H&R Block in Q4 2024 and held it in 4 quarters.
  • Park Square Financial Group's H&R Block position peaked at $14.3K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.