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Plato Investment Management’s H&R Block HRB Stock Holding History

Plato Investment 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 		$61.1K Buy
+1,614
New +$56.2K ﹤0.01% 437
2025
Q1 		– Sell
-3,814
Closed -$202K – 566
2024
Q4 		$202K Buy
3,814
+3,650
+2,226% +$214K 0.01% 409
2024
Q3 		$10.4K Hold
164
– – ﹤0.01% 500
2024
Q2 		$8.89K Hold
164
– – ﹤0.01% 454
2024
Q1 		$8.05K Hold
164
– – ﹤0.01% 443
2023
Q4 		$7.93K Buy
+164
New +$7.31K 0.01% 371

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

Plato Investment Management's HRB Position: Q2 2026 in Review

Plato Investment Management opened a new position in H&R Block (HRB) in Q2 2026: 1,614 shares worth $61.1K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in HRB as recently as Q4 2024.

Plato Investment Management first reported a position in HRB in Q4 2023 and has held it in 6 quarters since. The position peaked at $202K in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Plato Investment Management held 1,614 shares of H&R Block worth $61.1K as of Q2 2026.
  • H&R Block was a new Plato Investment Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #437 holding.
  • Plato Investment Management first reported a position in H&R Block in Q4 2023 and has held it in 6 quarters since.
  • Plato Investment Management's H&R Block position peaked at $202K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.