Ranmore Fund Management
HRB icon

Ranmore Fund Management’s H&R Block HRB Stock Holding History

Ranmore Fund 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
Q3 		$43.9M Sell
1,075,773
-324,227
-23% -$14.8M 4.88% 10
2026
Q2 		$53.3M Hold
1,400,000
– – 5.9% 7
2026
Q1 		$44.4M Buy
1,400,000
+452,000
+48% +$15.8M 5.87% 7
2025
Q4 		$41.3M Buy
+948,000
New +$44.3M 7.09% 6

Other funds holding HRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ranmore Fund Management's HRB Position: Q3 2026 in Review

Ranmore Fund Management reduced its H&R Block (HRB) stake by 23% in Q3 2026, selling an estimated $14.8M and leaving 1,075,773 shares worth $43.9M. The position accounts for 4.88% of the portfolio, ranked #10.

Ranmore Fund Management first reported a position in HRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.3M in Q2 2026. 295 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Ranmore Fund Management held 1,075,773 shares of H&R Block worth $43.9M as of Q3 2026.
  • Ranmore Fund Management sold 324,227 H&R Block shares in Q3 2026, an estimated $14.8M.
  • H&R Block made up 4.88% of Ranmore Fund Management's portfolio in Q3 2026, its #10 holding.
  • Ranmore Fund Management first reported a position in H&R Block in Q4 2025 and has held it in 4 quarters since.
  • Ranmore Fund Management's H&R Block position peaked at $53.3M in Q2 2026.
  • 295 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Ranmore Fund Management's 13F filing for Q3 2026, filed 20 Oct 2026.