RFG
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Range Financial Group’s H&R Block HRB Stock Holding History

Range Financial Group’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 		$3.37M Buy
88,404
+70,494
+394% +$2.46M 0.92% 33
2026
Q1 		$568K Buy
17,910
+2,857
+19% +$99.6K 0.19% 118
2025
Q4 		$656K Buy
15,053
+688
+5% +$32.2K 0.23% 113
2025
Q3 		$726K Sell
14,365
-178
-1% -$9.41K 0.26% 105
2025
Q2 		$798K Sell
14,543
-44
-0.3% -$2.54K 0.31% 96
2025
Q1 		$801K Sell
14,587
-58
-0.4% -$3.1K 0.36% 90
2024
Q4 		$774K Buy
14,645
+10,239
+232% +$602K 0.36% 89
2024
Q3 		$280K Sell
4,406
-10,347
-70% -$617K 0.39% 64
2024
Q2 		$800K Sell
14,753
-367
-2% -$18.3K 0.41% 79
2024
Q1 		$743K Sell
15,120
-252
-2% -$12K 0.39% 84
2023
Q4 		$744K Sell
15,372
-793
-5% -$35.3K 0.45% 76
2023
Q3 		$696K Sell
16,165
-1,242
-7% -$45.9K 0.46% 75
2023
Q2 		$555K Sell
17,407
-3,226
-16% -$104K 0.35% 101
2023
Q1 		$727K Sell
20,633
-670
-3% -$24.8K 0.48% 82
2022
Q4 		$778K Buy
21,303
+398
+2% +$16.2K 0.53% 72
2022
Q3 		$889K Sell
20,905
-71,682
-77% -$3.03M 0.69% 62
2022
Q2 		$3.27M Sell
92,587
-4,960
-5% -$153K 2.38% 2
2022
Q1 		$2.54M Buy
97,547
+3,191
+3% +$77.5K 1.62% 6
2021
Q4 		$2.22M Buy
94,356
+331
+0.4% +$8.03K 1.46% 11
2021
Q3 		$2.35M Sell
94,025
-1,638
-2% -$40.8K 1.69% 9
2021
Q2 		$2.25M Buy
95,663
+3,908
+4% +$92.5K 1.66% 8
2021
Q1 		$2M Buy
+91,755
New +$1.73M 1.82% 7

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

Range Financial Group's HRB Position: Q2 2026 in Review

Range Financial Group increased its H&R Block (HRB) stake by 394% in Q2 2026, buying an estimated $2.46M and bringing the position to 88,404 shares worth $3.37M. The position accounts for 0.92% of the portfolio, ranked #33.

Range Financial Group first reported a position in HRB in Q1 2021 and has held it in 22 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Range Financial Group held 88,404 shares of H&R Block worth $3.37M as of Q2 2026.
  • Range Financial Group bought 70,494 H&R Block shares in Q2 2026, an estimated $2.46M.
  • H&R Block made up 0.92% of Range Financial Group's portfolio in Q2 2026, its #33 holding.
  • Range Financial Group first reported a position in H&R Block in Q1 2021 and has held it in 22 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.