Picton Mahoney Asset Management’s H&R Block HRB Stock Holding History

Picton Mahoney Asset 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	$2.36M	Buy	61,944 +1,630	+3%	+$56.8K	0.02%	521
2026 Q1	$1.91M	Buy	60,314 +41,027	+213%	+$1.43M	0.01%	503
2025 Q4	$841K	Buy	19,287 +372	+2%	+$17.4K	0.01%	604
2025 Q3	$956K	Buy	18,915 +8,364	+79%	+$442K	0.01%	458
2025 Q2	$580K	Buy	10,551 +10,533	+58,517%	+$608K	0.01%	496
2025 Q1	$1K	Hold	18	–	–	﹤0.01%	796
2024 Q4	$1K	Hold	18	–	–	﹤0.01%	698
2024 Q3	$1K	Buy	+18	New	+$1.07K	﹤0.01%	691
2015 Q4	–	Sell	-291,600	Closed	-$10.6M	–	324
2015 Q3	$10.6M	Buy	291,600 +17,900	+7%	+$606K	0.61%	60
2015 Q2	$8.12M	Sell	273,700 -60,300	-18%	-$1.89M	0.4%	86
2015 Q1	$10.7M	Sell	334,000 -12,900	-4%	-$432K	0.41%	74
2014 Q4	$11.7M	Sell	346,900 -2,700	-0.8%	-$86.5K	0.56%	68
2014 Q3	$10.8M	Buy	349,600 +5,200	+2%	+$170K	0.59%	67
2014 Q2	$11.5M	Buy	344,400 +16,900	+5%	+$503K	0.68%	57
2014 Q1	$9.89M	Buy	327,500 +97,500	+42%	+$2.93M	0.57%	66
2013 Q4	$6.68M	Sell	230,000 -6,100	-3%	-$173K	0.39%	88
2013 Q3	$6.3M	Buy	+236,100	New	+$6.87M	0.42%	83

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 $3.37T AUM 44.26% 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

Picton Mahoney Asset Management's HRB Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its H&R Block (HRB) stake by 2.7% in Q2 2026, buying an estimated $56.8K and bringing the position to 61,944 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #521.

Picton Mahoney Asset Management first reported a position in HRB in Q3 2013 and has held it in 17 quarters since. The position peaked at $11.7M in Q4 2014. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Picton Mahoney Asset Management held 61,944 shares of H&R Block worth $2.36M as of Q2 2026.
Picton Mahoney Asset Management bought 1,630 H&R Block shares in Q2 2026, an estimated $56.8K.
H&R Block made up 0.02% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #521 holding.
Picton Mahoney Asset Management first reported a position in H&R Block in Q3 2013 and has held it in 17 quarters since.
Picton Mahoney Asset Management's H&R Block position peaked at $11.7M in Q4 2014.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.