Prevatt Capital’s H&R Block HRB Stock Holding History

Prevatt Capital’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	$27M	Hold	710,000	–	–	5.86%	9
2026 Q1	$22.5M	Buy	710,000 +360,000	+103%	+$12.5M	6.07%	9
2025 Q4	$15.3M	Hold	350,000	–	–	4.41%	11
2025 Q3	$17.7M	Sell	350,000 -110,000	-24%	-$5.81M	6.02%	8
2025 Q2	$25.2M	Hold	460,000	–	–	8.66%	5
2025 Q1	$25.3M	Hold	460,000	–	–	8.31%	6
2024 Q4	$24.3M	Hold	460,000	–	–	7%	7
2024 Q3	$29.2M	Hold	460,000	–	–	9.62%	4
2024 Q2	$24.9M	Hold	460,000	–	–	7.78%	4
2024 Q1	$22.6M	Buy	460,000 +100,000	+28%	+$4.75M	7.62%	7
2023 Q4	$17.4M	Buy	+360,000	New	+$16M	6.43%	10

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

Prevatt Capital's HRB Position: Q2 2026 in Review

Prevatt Capital held its H&R Block (HRB) position steady in Q2 2026 at 710,000 shares worth $27M. The position accounts for 5.86% of the portfolio, ranked #9.

Prevatt Capital first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.2M in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Prevatt Capital held 710,000 shares of H&R Block worth $27M as of Q2 2026.
Prevatt Capital left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 5.86% of Prevatt Capital's portfolio in Q2 2026, its #9 holding.
Prevatt Capital first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
Prevatt Capital's H&R Block position peaked at $29.2M in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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