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

Prelude 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	$1.26M	Buy	+33,076	New	+$1.15M	0.09%	253
2025 Q4	–	Sell	-4,656	Closed	-$235K	–	1406
2025 Q3	$235K	Buy	+4,656	New	+$246K	0.02%	861
2022 Q1	–	Sell	-23,528	Closed	-$554K	–	1994
2021 Q4	$554K	Buy	+23,528	New	+$571K	0.01%	946
2020 Q4	–	Sell	-13,167	Closed	-$214K	–	1575
2020 Q3	$214K	Buy	+13,167	New	+$194K	0.01%	665
2020 Q1	–	Sell	-950	Closed	-$19.9K	–	1682
2019 Q4	$22K	Buy	+950	New	+$22.8K	﹤0.01%	1565
2019 Q3	–	Sell	-1,584	Closed	-$46K	–	1848
2019 Q2	$46K	Buy	+1,584	New	+$42.6K	﹤0.01%	1132
2018 Q3	–	Sell	-22,622	Closed	-$574K	–	1856
2018 Q2	$515K	Buy	22,622 +5,256	+30%	+$139K	0.03%	527
2018 Q1	$441K	Buy	17,366 +4,738	+38%	+$125K	0.03%	477
2017 Q4	$331K	Buy	12,628 +2,102	+20%	+$54.6K	0.03%	513
2017 Q3	$279K	Sell	10,526 -7,549	-42%	-$219K	0.03%	541
2017 Q2	$559K	Buy	+18,075	New	+$474K	0.05%	313
2016 Q1	–	Sell	-18,321	Closed	-$610K	–	1369
2015 Q4	$610K	Buy	18,321 +4,160	+29%	+$148K	0.09%	233
2015 Q3	$513K	Buy	14,161 +13,241	+1,439%	+$448K	0.07%	273
2015 Q2	$27K	Buy	+920	New	+$28.9K	﹤0.01%	1300
2014 Q3	–	Sell	-1,100	Closed	-$37K	–	1965
2014 Q2	$37K	Buy	+1,100	New	+$32.8K	﹤0.01%	1535
2013 Q4	–	Sell	-100	Closed	-$3K	–	1740
2013 Q3	$3K	Buy	+100	New	+$2.91K	﹤0.01%	1586

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

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

Prelude Capital Management opened a new position in H&R Block (HRB) in Q2 2026: 33,076 shares worth $1.26M. The stake represents 0.09% of the portfolio and ranks #253 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in HRB as recently as Q3 2025.

Prelude Capital Management first reported a position in HRB in Q3 2013 and has held it in 16 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Prelude Capital Management held 33,076 shares of H&R Block worth $1.26M as of Q2 2026.
H&R Block was a new Prelude Capital Management position in Q2 2026.
H&R Block made up 0.09% of Prelude Capital Management's portfolio in Q2 2026, its #253 holding.
Prelude Capital Management first reported a position in H&R Block in Q3 2013 and has held it in 16 quarters since.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.