PEAK6
HRB icon

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
2026
Q1 		$203K Sell
6,400
-37,400
-85% -$1.3M ﹤0.01% 2275
2025
Q4 		$1.91M Buy
+43,800
New +$2.05M ﹤0.01% 1455
2025
Q2 		– Sell
-8,000
Closed -$439K – 3217
2025
Q1 		$439K Sell
8,000
-150,100
-95% -$8.02M ﹤0.01% 2135
2024
Q4 		$8.35M Buy
+158,100
New +$9.29M 0.02% 647

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6's HRB Position: Q1 2026 in Review

PEAK6 reduced its H&R Block (HRB) stake by 77% in Q1 2026, selling an estimated $334K and leaving 2,872 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

PEAK6 first reported a position in HRB in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.53M in Q4 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • PEAK6 held 2,872 shares of H&R Block worth $91.2K as of Q1 2026.
  • PEAK6 sold 9,582 H&R Block shares in Q1 2026, an estimated $334K.
  • H&R Block made up ﹤0.01% of PEAK6's portfolio in Q1 2026, its #2395 holding.
  • PEAK6 first reported a position in H&R Block in Q4 2024 and has held it in 5 quarters since.
  • PEAK6's H&R Block position peaked at $5.53M in Q4 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.