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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prevatt Capital's HRB Position: Q1 2026 in Review

Prevatt Capital increased its H&R Block (HRB) stake by 103% in Q1 2026, buying an estimated $12.5M and bringing the position to 710,000 shares worth $22.5M. The position accounts for 6.07% of the portfolio, ranked #9.

Prevatt Capital first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.2M in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Prevatt Capital held 710,000 shares of H&R Block worth $22.5M as of Q1 2026.
Prevatt Capital bought 360,000 H&R Block shares in Q1 2026, an estimated $12.5M.
H&R Block made up 6.07% of Prevatt Capital's portfolio in Q1 2026, its #9 holding.
Prevatt Capital first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
Prevatt Capital's H&R Block position peaked at $29.2M in Q3 2024.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Prevatt Capital's 13F filing for Q1 2026, filed 27 Apr 2026.