RFP
HRB icon

Root Financial Partners’s H&R Block HRB Stock Holding History

Root Financial Partners’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 		$8.19K Sell
258
-79
-23% -$2.75K ﹤0.01% 1757
2025
Q4 		$14.7K Sell
337
-2
-0.6% -$93 ﹤0.01% 1328
2025
Q3 		$17.1K Buy
+339
New +$17.9K ﹤0.01% 1193

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's HRB Position: Q1 2026 in Review

Root Financial Partners reduced its H&R Block (HRB) stake by 23% in Q1 2026, selling an estimated $2.75K and leaving 258 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Root Financial Partners first reported a position in HRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q3 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Root Financial Partners held 258 shares of H&R Block worth $8.19K as of Q1 2026.
  • Root Financial Partners sold 79 H&R Block shares in Q1 2026, an estimated $2.75K.
  • H&R Block made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1757 holding.
  • Root Financial Partners first reported a position in H&R Block in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's H&R Block position peaked at $17.1K in Q3 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.