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
Q2 		– Sell
-6,400
Closed -$203K – 2956
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 $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 $3.38T AUM 44.17% 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

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.