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Ruffer LLP’s H&R Block HRB Stock Holding History

Ruffer LLP’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
-118,033
Closed -$5.15M – 209
2025
Q4 		$5.15M Buy
118,033
+26,083
+28% +$1.22M 0.23% 54
2025
Q3 		$4.65M Sell
91,950
-33,647
-27% -$1.78M 0.26% 48
2025
Q2 		$6.89M Buy
125,597
+26,976
+27% +$1.56M 0.31% 50
2025
Q1 		$5.42M Buy
98,621
+19,074
+24% +$1.02M 0.21% 57
2024
Q4 		$4.2M Buy
+79,547
New +$4.67M 0.15% 65
2021
Q4 		– Sell
-40,000
Closed -$1.01M – 105
2021
Q3 		$1.01M Hold
40,000
– – 0.03% 66
2021
Q2 		$939K Sell
40,000
-29,938
-43% -$709K 0.03% 70
2021
Q1 		$1.53M Sell
69,938
-3,000
-4% -$56.7K 0.05% 52
2020
Q4 		$1.16M Buy
72,938
+27,247
+60% +$471K 0.04% 58
2020
Q3 		$745K Buy
+45,691
New +$672K 0.03% 60

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ruffer LLP's HRB Position: Q1 2026 in Review

Ruffer LLP sold out of H&R Block (HRB) in Q1 2026, closing a stake of 118,033 shares — an estimated $5.15M sold.

Ruffer LLP first reported a position in HRB in Q3 2020 and held it in 10 quarters. The position peaked at $6.89M in Q2 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Ruffer LLP reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Ruffer LLP sold 118,033 H&R Block shares in Q1 2026, an estimated $5.15M.
  • Ruffer LLP first reported a position in H&R Block in Q3 2020 and held it in 10 quarters.
  • Ruffer LLP's H&R Block position peaked at $6.89M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Ruffer LLP's 13F filing for Q1 2026, filed 13 May 2026.