PCP
HRB icon

Proficio Capital Partners’s H&R Block HRB Stock Holding History

Proficio Capital Partners’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 		$245K Buy
+6,422
New +$224K 0.01% 586
2019
Q3 		– Sell
-32
Closed -$1K – 761
2019
Q2 		$1K Buy
+32
New +$860 ﹤0.01% 1741
2018
Q3 		– Sell
-45
Closed -$1K – 1273
2018
Q2 		$1K Hold
45
– – ﹤0.01% 1194
2018
Q1 		$1K Hold
45
– – ﹤0.01% 1198
2017
Q4 		$1K Buy
+45
New +$1.17K ﹤0.01% 1183
2016
Q2 		– Sell
-52
Closed -$1K – 1089
2016
Q1 		$1K Buy
52
+9
+21% +$283 ﹤0.01% 882
2015
Q4 		$1K Buy
+43
New +$1.53K ﹤0.01% 779

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 $3.37T AUM 44.26% 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

Proficio Capital Partners's HRB Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in H&R Block (HRB) in Q2 2026: 6,422 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in HRB as recently as Q2 2019.

Proficio Capital Partners first reported a position in HRB in Q4 2015 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Proficio Capital Partners held 6,422 shares of H&R Block worth $245K as of Q2 2026.
  • H&R Block was a new Proficio Capital Partners position in Q2 2026.
  • H&R Block made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #586 holding.
  • Proficio Capital Partners first reported a position in H&R Block in Q4 2015 and has held it in 7 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.