PEAK6’s H&R Block HRB Stock Holding History

PEAK6’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
2025 Q4	–	Sell	-10,900	Closed	-$551K	–	3067
2025 Q3	$551K	Sell	10,900 -27,000	-71%	-$1.43M	﹤0.01%	2103
2025 Q2	$2.08M	Buy	37,900 +33,400	+742%	+$1.93M	﹤0.01%	1421
2025 Q1	$247K	Buy	+4,500	New	+$241K	﹤0.01%	2360

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PEAK6's HRB Position: Q2 2026 in Review

PEAK6 sold out of H&R Block (HRB) in Q2 2026, closing a stake of 2,872 shares — an estimated $91.2K sold.

PEAK6 first reported a position in HRB in Q4 2024 and held it in 5 quarters. The position peaked at $5.53M in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

PEAK6 reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
PEAK6 sold 2,872 H&R Block shares in Q2 2026, an estimated $91.2K.
PEAK6 first reported a position in H&R Block in Q4 2024 and held it in 5 quarters.
PEAK6's H&R Block position peaked at $5.53M in Q4 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.