Rockefeller Capital Management
HRB icon

Rockefeller Capital Management’s H&R Block HRB Stock Holding History

Rockefeller Capital 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 		$187K Buy
4,919
+692
+16% +$24.1K ﹤0.01% 2633
2026
Q1 		$134K Buy
4,227
+658
+18% +$22.9K ﹤0.01% 2707
2025
Q4 		$156K Sell
3,569
-1,479
-29% -$69.1K ﹤0.01% 2499
2025
Q3 		$255K Sell
5,048
-38,080
-88% -$2.01M ﹤0.01% 2103
2025
Q2 		$2.37M Sell
43,128
-6,691
-13% -$386K 0.01% 1058
2025
Q1 		$2.74M Sell
49,819
-2,670
-5% -$143K 0.01% 920
2024
Q4 		$2.77M Sell
52,489
-1,132
-2% -$66.5K 0.01% 896
2024
Q3 		$3.41M Sell
53,621
-44,340
-45% -$2.64M 0.01% 820
2024
Q2 		$5.31M Buy
97,961
+1,232
+1% +$61.3K 0.02% 671
2024
Q1 		$4.75M Buy
+96,729
New +$4.6M 0.01% 705
2023
Q1 		– Sell
-252
Closed -$9K – 2839
2022
Q4 		$9K Buy
252
+60
+31% +$2.44K ﹤0.01% 3118
2022
Q3 		$7K Sell
192
-75
-28% -$3.17K ﹤0.01% 3228
2022
Q2 		$9K Buy
267
+30
+13% +$926 ﹤0.01% 3169
2022
Q1 		$5K Buy
237
+30
+14% +$728 ﹤0.01% 3333
2021
Q4 		$4K Buy
207
+32
+18% +$776 ﹤0.01% 3352
2021
Q3 		$4K Sell
175
-10
-5% -$249 ﹤0.01% 3237
2021
Q2 		$3K Sell
185
-8
-4% -$189 ﹤0.01% 3163
2021
Q1 		$3K Buy
193
+74
+62% +$1.4K ﹤0.01% 3023
2020
Q4 		$1K Buy
119
+85
+250% +$1.47K ﹤0.01% 2726
2020
Q3 		$0 Buy
34
+18
+113% +$265 ﹤0.01% 2669
2020
Q2 		$0 Hold
16
– – ﹤0.01% 2623
2020
Q1 		$0 Sell
16
-779
-98% -$16.3K ﹤0.01% 2409
2019
Q4 		$18K Buy
795
+780
+5,200% +$18.7K ﹤0.01% 1428
2019
Q3 		$0 Sell
15
-13
-46% -$344 ﹤0.01% 1949
2019
Q2 		$1K Sell
28
-71
-72% -$1.91K ﹤0.01% 1593
2019
Q1 		$2K Buy
+99
New +$2.43K ﹤0.01% 1789

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

Rockefeller Capital Management's HRB Position: Q2 2026 in Review

Rockefeller Capital Management increased its H&R Block (HRB) stake by 16% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,919 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

Rockefeller Capital Management first reported a position in HRB in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.31M in Q2 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Rockefeller Capital Management held 4,919 shares of H&R Block worth $187K as of Q2 2026.
  • Rockefeller Capital Management bought 692 H&R Block shares in Q2 2026, an estimated $24.1K.
  • H&R Block made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2633 holding.
  • Rockefeller Capital Management first reported a position in H&R Block in Q1 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's H&R Block position peaked at $5.31M in Q2 2024.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.