Roof Eidam Maycock Peralta (REMP)’s H&R Block HRB Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	-5,000	Closed	-$218K	–	126
2025 Q4	$218K	Hold	5,000	–	–	0.05%	125
2025 Q3	$253K	Hold	5,000	–	–	0.06%	117
2025 Q2	$274K	Hold	5,000	–	–	0.07%	108
2025 Q1	$275K	Hold	5,000	–	–	0.07%	109
2024 Q4	$264K	Hold	5,000	–	–	0.07%	108
2024 Q3	$318K	Hold	5,000	–	–	0.08%	105
2024 Q2	$271K	Hold	5,000	–	–	0.07%	106
2024 Q1	$246K	Hold	5,000	–	–	0.07%	115
2023 Q4	$242K	Hold	5,000	–	–	0.07%	112
2023 Q3	$215K	Buy	+5,000	New	+$185K	0.07%	116

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s HRB Position: Q1 2026 in Review

Roof Eidam Maycock Peralta (REMP) sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,000 shares — an estimated $218K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in HRB in Q3 2023 and held it in 10 quarters. The position peaked at $318K in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Roof Eidam Maycock Peralta (REMP) reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 5,000 H&R Block shares in Q1 2026, an estimated $218K.
Roof Eidam Maycock Peralta (REMP) first reported a position in H&R Block in Q3 2023 and held it in 10 quarters.
Roof Eidam Maycock Peralta (REMP)'s H&R Block position peaked at $318K in Q3 2024.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2026, filed 14 May 2026.