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Penserra Capital Management’s H&R Block HRB Stock Holding History

Penserra Capital Management’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 		$24K Sell
641
-70
-10% -$2.44K ﹤0.01% 868
2026
Q1 		$22K Buy
711
+21
+3% +$732 ﹤0.01% 804
2025
Q4 		$30K Sell
690
-35
-5% -$1.64K ﹤0.01% 792
2025
Q3 		$36K Buy
725
+8
+1% +$423 ﹤0.01% 811
2025
Q2 		$39K Buy
717
+56
+8% +$3.23K ﹤0.01% 773
2025
Q1 		$36K Buy
661
+28
+4% +$1.5K ﹤0.01% 857
2024
Q4 		$33K Sell
633
-14
-2% -$823 ﹤0.01% 981
2024
Q3 		$41K Buy
647
+7
+1% +$417 ﹤0.01% 850
2024
Q2 		$35K Sell
640
-28
-4% -$1.39K ﹤0.01% 898
2024
Q1 		$32K Buy
668
+24
+4% +$1.14K ﹤0.01% 897
2023
Q4 		$31K Buy
+644
New +$28.7K ﹤0.01% 1055
2018
Q4 		– Sell
-2,004
Closed -$51K – 698
2018
Q3 		$51K Buy
+2,004
New +$50.8K ﹤0.01% 531
2018
Q2 		– Sell
-1,383
Closed -$35K – 571
2018
Q1 		$35K Buy
1,383
+473
+52% +$12.4K ﹤0.01% 431
2017
Q4 		$23K Buy
+910
New +$23.6K ﹤0.01% 372
2017
Q1 		– Sell
-706
Closed -$16K – 688
2016
Q4 		$16K Sell
706
-3,521
-83% -$80.5K ﹤0.01% 716
2016
Q3 		$97K Buy
4,227
+2,078
+97% +$48.6K 0.01% 279
2016
Q2 		$50K Buy
2,149
+716
+50% +$15.9K 0.01% 345
2016
Q1 		$37K Buy
1,433
+441
+44% +$13.9K ﹤0.01% 338
2015
Q4 		$33K Buy
+992
New +$35.3K ﹤0.01% 304

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

Penserra Capital Management's HRB Position: Q2 2026 in Review

Penserra Capital Management reduced its H&R Block (HRB) stake by 9.8% in Q2 2026, selling an estimated $2.44K and leaving 641 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Penserra Capital Management first reported a position in HRB in Q4 2015 and has held it in 19 quarters since. The position peaked at $97K in Q3 2016. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Penserra Capital Management held 641 shares of H&R Block worth $24K as of Q2 2026.
  • Penserra Capital Management sold 70 H&R Block shares in Q2 2026, an estimated $2.44K.
  • H&R Block made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #868 holding.
  • Penserra Capital Management first reported a position in H&R Block in Q4 2015 and has held it in 19 quarters since.
  • Penserra Capital Management's H&R Block position peaked at $97K in Q3 2016.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.