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Rossby Financial’s H&R Block HRB Stock Holding History

Rossby Financial’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 		$762 Sell
20
-21
-51% -$732 ﹤0.01% 1961
2026
Q1 		$1.3K Sell
41
-87
-68% -$3.03K ﹤0.01% 1929
2025
Q4 		$5.58K Buy
128
+42
+49% +$1.96K ﹤0.01% 1084
2025
Q3 		$4.4K Sell
86
-12
-12% -$634 ﹤0.01% 1007
2025
Q2 		$5.38K Sell
98
-221
-69% -$12.8K ﹤0.01% 893
2025
Q1 		$19K Buy
+319
New +$17.1K 0.01% 629

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

Rossby Financial's HRB Position: Q2 2026 in Review

Rossby Financial reduced its H&R Block (HRB) stake by 51% in Q2 2026, selling an estimated $732 and leaving 20 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Rossby Financial first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19K in Q1 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Rossby Financial held 20 shares of H&R Block worth $762 as of Q2 2026.
  • Rossby Financial sold 21 H&R Block shares in Q2 2026, an estimated $732.
  • H&R Block made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1961 holding.
  • Rossby Financial first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's H&R Block position peaked at $19K in Q1 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.