QCM
HRB icon

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

Quantinno 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 		$12.6M Buy
398,279
+260,350
+189% +$9.07M 0.02% 781
2025
Q4 		$6.01M Buy
137,929
+79,993
+138% +$3.74M 0.01% 971
2025
Q3 		$2.93M Sell
57,936
-16,056
-22% -$849K 0.01% 1102
2025
Q2 		$4.06M Buy
73,992
+32,532
+78% +$1.88M 0.02% 890
2025
Q1 		$2.28M Sell
41,460
-3,385
-8% -$181K 0.01% 939
2024
Q4 		$2.37M Sell
44,845
-13,864
-24% -$815K 0.02% 786
2024
Q3 		$3.73M Buy
58,709
+17,580
+43% +$1.05M 0.05% 490
2024
Q2 		$2.23M Buy
41,129
+22,367
+119% +$1.11M 0.04% 536
2024
Q1 		$921K Buy
18,762
+1,899
+11% +$90.2K 0.02% 762
2023
Q4 		$816K Buy
16,863
+996
+6% +$44.4K 0.03% 676
2023
Q3 		$683K Buy
15,867
+5,972
+60% +$221K 0.03% 628
2023
Q2 		$315K Buy
+9,895
New +$320K 0.02% 748

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Quantinno Capital Management increased its H&R Block (HRB) stake by 189% in Q1 2026, buying an estimated $9.07M and bringing the position to 398,279 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #781.

Quantinno Capital Management first reported a position in HRB in Q2 2023 and has held it in 12 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Quantinno Capital Management held 398,279 shares of H&R Block worth $12.6M as of Q1 2026.
  • Quantinno Capital Management bought 260,350 H&R Block shares in Q1 2026, an estimated $9.07M.
  • H&R Block made up 0.02% of Quantinno Capital Management's portfolio in Q1 2026, its #781 holding.
  • Quantinno Capital Management first reported a position in H&R Block in Q2 2023 and has held it in 12 quarters since.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.