Raymond James Financial
HRB icon

Raymond James Financial’s H&R Block HRB Stock Holding History

Raymond James Financial’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 		$4.57M Buy
120,120
+16,818
+16% +$586K ﹤0.01% 2804
2026
Q1 		$3.28M Sell
103,302
-75,262
-42% -$2.62M ﹤0.01% 2943
2025
Q4 		$7.78M Sell
178,564
-4,726
-3% -$221K ﹤0.01% 2170
2025
Q3 		$9.27M Buy
183,290
+7,086
+4% +$374K ﹤0.01% 1984
2025
Q2 		$9.67M Sell
176,204
-25,228
-13% -$1.46M ﹤0.01% 1897
2025
Q1 		$11.1M Sell
201,432
-1,541
-0.8% -$82.4K ﹤0.01% 1731
2024
Q4 		$10.7M Buy
+202,973
New +$11.9M ﹤0.01% 1793

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 $3.38T AUM 44.17% 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

Raymond James Financial's HRB Position: Q2 2026 in Review

Raymond James Financial increased its H&R Block (HRB) stake by 16% in Q2 2026, buying an estimated $586K and bringing the position to 120,120 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Raymond James Financial first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Raymond James Financial held 120,120 shares of H&R Block worth $4.57M as of Q2 2026.
  • Raymond James Financial bought 16,818 H&R Block shares in Q2 2026, an estimated $586K.
  • H&R Block made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2804 holding.
  • Raymond James Financial first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's H&R Block position peaked at $11.1M in Q1 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.