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Richardson Financial Services’s H&R Block HRB Stock Holding History

Richardson Financial Services’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 		– Sell
-1,135
Closed -$49.5K – 632
2025
Q4 		$49.5K Sell
1,135
-150
-12% -$7.01K 0.02% 295
2025
Q3 		$65K Sell
1,285
-60
-4% -$3.17K 0.04% 260
2025
Q2 		$75K Sell
1,345
-121
-8% -$6.99K 0.05% 219
2025
Q1 		$80.5K Sell
1,466
-24
-2% -$1.28K 0.06% 200
2024
Q4 		$77.7K Buy
1,490
+14
+0.9% +$823 0.05% 215
2024
Q3 		$80K Hold
1,476
– – 0.05% 220
2024
Q2 		$80K Sell
1,476
-25
-2% -$1.25K 0.06% 212
2024
Q1 		$73.7K Buy
1,501
+745
+99% +$35.4K 0.05% 218
2023
Q4 		$36.6K Buy
+756
New +$33.7K 0.03% 236

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richardson Financial Services's HRB Position: Q1 2026 in Review

Richardson Financial Services sold out of H&R Block (HRB) in Q1 2026, closing a stake of 1,135 shares — an estimated $49.5K sold.

Richardson Financial Services first reported a position in HRB in Q4 2023 and held it in 9 quarters. The position peaked at $80.5K in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Richardson Financial Services reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 1,135 H&R Block shares in Q1 2026, an estimated $49.5K.
  • Richardson Financial Services first reported a position in H&R Block in Q4 2023 and held it in 9 quarters.
  • Richardson Financial Services's H&R Block position peaked at $80.5K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.