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HRB icon

&Partners’s H&R Block HRB Stock Holding History

&Partners’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 		$446K Sell
11,703
-54
-0.5% -$1.88K ﹤0.01% 1900
2026
Q1 		$373K Sell
11,757
-233
-2% -$8.12K ﹤0.01% 1850
2025
Q4 		$523K Sell
11,990
-1,146
-9% -$53.6K ﹤0.01% 1590
2025
Q3 		$664K Buy
13,136
+3
+0% +$159 ﹤0.01% 1292
2025
Q2 		$721K Buy
13,133
+325
+3% +$18.8K 0.01% 1153
2025
Q1 		$693K Buy
12,808
+14
+0.1% +$748 0.01% 984
2024
Q4 		$689K Buy
12,794
+6,797
+113% +$399K 0.01% 923
2024
Q3 		$381K Buy
+5,997
New +$357K 0.01% 990

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

&Partners's HRB Position: Q2 2026 in Review

&Partners reduced its H&R Block (HRB) stake by 0.46% in Q2 2026, selling an estimated $1.88K and leaving 11,703 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

&Partners first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $721K in Q2 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • &Partners held 11,703 shares of H&R Block worth $446K as of Q2 2026.
  • &Partners sold 54 H&R Block shares in Q2 2026, an estimated $1.88K.
  • H&R Block made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1900 holding.
  • &Partners first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • &Partners's H&R Block position peaked at $721K in Q2 2025.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.