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Rockland Trust’s H&R Block HRB Stock Holding History

Rockland Trust’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 		$642K Hold
16,866
– – 0.03% 207
2026
Q1 		$535K Hold
16,866
– – 0.02% 214
2025
Q4 		$735K Hold
16,866
– – 0.03% 181
2025
Q3 		$853K Hold
16,866
– – 0.04% 171
2025
Q2 		$926K Hold
16,866
– – 0.05% 134
2025
Q1 		$926K Hold
16,866
– – 0.05% 133
2024
Q4 		$891K Hold
16,866
– – 0.05% 146
2024
Q3 		$1.07M Buy
16,866
+200
+1% +$11.9K 0.05% 131
2024
Q2 		$904K Hold
16,666
– – 0.05% 145
2024
Q1 		$818K Hold
16,666
– – 0.04% 159
2023
Q4 		$806K Hold
16,666
– – 0.04% 162
2023
Q3 		$718K Hold
16,666
– – 0.04% 160
2023
Q2 		$531K Hold
16,666
– – 0.03% 197
2023
Q1 		$587K Hold
16,666
– – 0.04% 189
2022
Q4 		$608K Hold
16,666
– – 0.04% 190
2022
Q3 		$709K Hold
16,666
– – 0.05% 152
2022
Q2 		$589K Hold
16,666
– – 0.04% 172
2022
Q1 		$434K Hold
16,666
– – 0.03% 229
2021
Q4 		$393K Hold
16,666
– – 0.03% 231
2021
Q3 		$417K Hold
16,666
– – 0.03% 210
2021
Q2 		$391K Hold
16,666
– – 0.03% 211
2021
Q1 		$363K Hold
16,666
– – 0.03% 212
2020
Q4 		$264K Hold
16,666
– – 0.02% 230
2020
Q3 		$271K Sell
16,666
-3,359
-17% -$49.4K 0.02% 223
2020
Q2 		$286K Sell
20,025
-47,520
-70% -$751K 0.03% 207
2020
Q1 		$951K Buy
67,545
+14,956
+28% +$313K 0.1% 118
2019
Q4 		$1.24M Sell
52,589
-988
-2% -$23.7K 0.1% 122
2019
Q3 		$1.26M Sell
53,577
-13,375
-20% -$354K 0.11% 112
2019
Q2 		$1.96M Buy
66,952
+5,057
+8% +$136K 0.19% 80
2019
Q1 		$1.48M Sell
61,895
-2,557
-4% -$62.9K 0.16% 94
2018
Q4 		$1.64M Sell
64,452
-1,308
-2% -$34.9K 0.2% 88
2018
Q3 		$1.69M Buy
65,760
+4,822
+8% +$122K 0.21% 80
2018
Q2 		$1.39M Buy
60,938
+34,318
+129% +$911K 0.18% 85
2018
Q1 		$676K Buy
+26,620
New +$700K 0.09% 126

Other funds holding HRB

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rockland Trust's HRB Position: Q2 2026 in Review

Rockland Trust held its H&R Block (HRB) position steady in Q2 2026 at 16,866 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #207.

Rockland Trust first reported a position in HRB in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.96M in Q2 2019. 183 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Rockland Trust held 16,866 shares of H&R Block worth $642K as of Q2 2026.
  • Rockland Trust left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #207 holding.
  • Rockland Trust first reported a position in H&R Block in Q1 2018 and has held it in 34 quarters since.
  • Rockland Trust's H&R Block position peaked at $1.96M in Q2 2019.
  • 183 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.