Quinn Opportunity Partners’s H&R Block HRB Stock Holding History

Quinn Opportunity 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	$1.14M	Buy	30,000 +20,000	+200%	+$697K	0.05%	216
2026 Q1	$317K	Buy	+10,000	New	+$348K	0.02%	298
2022 Q2	–	Sell	-31,006	Closed	-$807K	–	204
2022 Q1	$807K	Sell	31,006 -159,694	-84%	-$3.88M	0.03%	120
2021 Q4	$4.49M	Sell	190,700 -81,800	-30%	-$1.98M	0.27%	77
2021 Q3	$6.81M	Sell	272,500 -8,500	-3%	-$212K	0.44%	48
2021 Q2	$6.6M	Sell	281,000 -40,000	-12%	-$947K	0.41%	51
2021 Q1	$7M	Buy	321,000 +185,500	+137%	+$3.51M	0.44%	51
2020 Q4	$2.15M	Buy	135,500 +61,000	+82%	+$1.05M	0.18%	92
2020 Q3	$1.21M	Buy	+74,500	New	+$1.1M	0.13%	95

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

Quinn Opportunity Partners's HRB Position: Q2 2026 in Review

Quinn Opportunity Partners increased its H&R Block (HRB) stake by 200% in Q2 2026, buying an estimated $697K and bringing the position to 30,000 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #216.

Quinn Opportunity Partners first reported a position in HRB in Q3 2020 and has held it in 9 quarters since. The position peaked at $7M in Q1 2021. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Quinn Opportunity Partners held 30,000 shares of H&R Block worth $1.14M as of Q2 2026.
Quinn Opportunity Partners bought 20,000 H&R Block shares in Q2 2026, an estimated $697K.
H&R Block made up 0.05% of Quinn Opportunity Partners's portfolio in Q2 2026, its #216 holding.
Quinn Opportunity Partners first reported a position in H&R Block in Q3 2020 and has held it in 9 quarters since.
Quinn Opportunity Partners's H&R Block position peaked at $7M in Q1 2021.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Quinn Opportunity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.