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

Qsemble 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 Q1	$1.81M	Buy	57,158 +4,658	+9%	+$162K	0.14%	205
2025 Q4	$2.29M	Buy	+52,500	New	+$2.45M	0.19%	170
2025 Q3	–	Sell	-25,850	Closed	-$1.42M	–	521
2025 Q2	$1.42M	Buy	25,850 +15,567	+151%	+$899K	0.14%	199
2025 Q1	$565K	Buy	+10,283	New	+$550K	0.06%	288
2024 Q4	–	Sell	-9,289	Closed	-$590K	–	451
2024 Q3	$590K	Buy	+9,289	New	+$554K	0.11%	243
2024 Q2	–	Sell	-6,823	Closed	-$335K	–	490
2024 Q1	$335K	Buy	+6,823	New	+$324K	0.07%	329
2023 Q3	–	Sell	-6,400	Closed	-$204K	–	366
2023 Q2	$204K	Buy	+6,400	New	+$207K	0.14%	190

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

Qsemble Capital Management's HRB Position: Q1 2026 in Review

Qsemble Capital Management increased its H&R Block (HRB) stake by 8.9% in Q1 2026, buying an estimated $162K and bringing the position to 57,158 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #205.

Qsemble Capital Management first reported a position in HRB in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.29M in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Qsemble Capital Management held 57,158 shares of H&R Block worth $1.81M as of Q1 2026.
Qsemble Capital Management bought 4,658 H&R Block shares in Q1 2026, an estimated $162K.
H&R Block made up 0.14% of Qsemble Capital Management's portfolio in Q1 2026, its #205 holding.
Qsemble Capital Management first reported a position in H&R Block in Q2 2023 and has held it in 7 quarters since.
Qsemble Capital Management's H&R Block position peaked at $2.29M in Q4 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.