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Rothschild Investment LLC’s H&R Block HRB Stock Holding History

Rothschild Investment LLC’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 		$1.26M Buy
33,204
+29,900
+905% +$1.04M 0.05% 358
2026
Q1 		$105K Buy
3,304
+1,659
+101% +$57.8K 0.01% 864
2025
Q4 		$71.7K Buy
1,645
+512
+45% +$23.9K ﹤0.01% 916
2025
Q3 		$57.3K Buy
+1,133
New +$59.9K ﹤0.01% 956

Other funds holding HRB

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Rothschild Investment LLC's HRB Position: Q2 2026 in Review

Rothschild Investment LLC increased its H&R Block (HRB) stake by 905% in Q2 2026, buying an estimated $1.04M and bringing the position to 33,204 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #358.

Rothschild Investment LLC first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Rothschild Investment LLC held 33,204 shares of H&R Block worth $1.26M as of Q2 2026.
  • Rothschild Investment LLC bought 29,900 H&R Block shares in Q2 2026, an estimated $1.04M.
  • H&R Block made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #358 holding.
  • Rothschild Investment LLC first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.