Robertson Stephens Wealth Management’s H&R Block HRB Stock Holding History

Robertson Stephens Wealth 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 Q2	$231K	Buy	+5,999	New	+$209K	0.01%	590
2026 Q1	–	Sell	-5,900	Closed	-$260K	–	638
2025 Q4	$260K	Buy	5,900 +81	+1%	+$3.79K	0.01%	546
2025 Q3	$297K	Buy	5,819 +39	+0.7%	+$2.06K	0.01%	447
2025 Q2	$319K	Buy	5,780 +38	+0.7%	+$2.19K	0.01%	447
2025 Q1	$317K	Buy	5,742 +39	+0.7%	+$2.08K	0.01%	447
2024 Q4	$303K	Buy	5,703 +34	+0.6%	+$2K	0.01%	465
2024 Q3	$362K	Sell	5,669 -17	-0.3%	-$1.01K	0.01%	491
2024 Q2	$310K	Buy	+5,686	New	+$283K	0.02%	404

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robertson Stephens Wealth Management's HRB Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 5,999 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in HRB as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in HRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $362K in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Robertson Stephens Wealth Management held 5,999 shares of H&R Block worth $231K as of Q2 2026.
H&R Block was a new Robertson Stephens Wealth Management position in Q2 2026.
H&R Block made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #590 holding.
Robertson Stephens Wealth Management first reported a position in H&R Block in Q2 2024 and has held it in 8 quarters since.
Robertson Stephens Wealth Management's H&R Block position peaked at $362K in Q3 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.