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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
Q2 		$2.67K Buy
+70
New +$2.44K ﹤0.01% 528
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 $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

Richardson Financial Services's HRB Position: Q2 2026 in Review

Richardson Financial Services opened a new position in H&R Block (HRB) in Q2 2026: 70 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Richardson Financial Services previously reported a position in HRB as recently as Q4 2025.

Richardson Financial Services first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $80.5K in Q1 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Richardson Financial Services held 70 shares of H&R Block worth $2.67K as of Q2 2026.
  • H&R Block was a new Richardson Financial Services position in Q2 2026.
  • H&R Block made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #528 holding.
  • Richardson Financial Services first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's H&R Block position peaked at $80.5K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.