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 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 $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

Quinn Opportunity Partners's HRB Position: Q1 2026 in Review

Quinn Opportunity Partners opened a new position in H&R Block (HRB) in Q1 2026: 10,000 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: Quinn Opportunity Partners previously reported a position in HRB as recently as Q1 2022.

Quinn Opportunity Partners first reported a position in HRB in Q3 2020 and has held it in 8 quarters since. The position peaked at $7M in Q1 2021. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Quinn Opportunity Partners held 10,000 shares of H&R Block worth $317K as of Q1 2026.
H&R Block was a new Quinn Opportunity Partners position in Q1 2026.
H&R Block made up 0.02% of Quinn Opportunity Partners's portfolio in Q1 2026, its #298 holding.
Quinn Opportunity Partners first reported a position in H&R Block in Q3 2020 and has held it in 8 quarters since.
Quinn Opportunity Partners's H&R Block position peaked at $7M in Q1 2021.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Quinn Opportunity Partners's 13F filing for Q1 2026, filed 15 May 2026.