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EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s H&R Block HRB Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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 		$211K Buy
+5,542
New +$193K 0.17% 129
2022
Q2 		– Sell
-24,950
Closed -$650K – 113
2022
Q1 		$650K Sell
24,950
-102
-0.4% -$2.48K 0.84% 38
2021
Q4 		$604K Buy
+25,052
New +$608K 0.8% 38

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's HRB Position: Q2 2026 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV opened a new position in H&R Block (HRB) in Q2 2026: 5,542 shares worth $211K. The stake represents 0.17% of the portfolio and ranks #129 among its holdings. This is a return to the name: EAGLE HARBOR ASSET MANAGEMENT INC /ADV previously reported a position in HRB as recently as Q1 2022.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in HRB in Q4 2021 and has held it in 3 quarters since. The position peaked at $650K in Q1 2022. 313 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 5,542 shares of H&R Block worth $211K as of Q2 2026.
  • H&R Block was a new EAGLE HARBOR ASSET MANAGEMENT INC /ADV position in Q2 2026.
  • H&R Block made up 0.17% of EAGLE HARBOR ASSET MANAGEMENT INC /ADV's portfolio in Q2 2026, its #129 holding.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in H&R Block in Q4 2021 and has held it in 3 quarters since.
  • EAGLE HARBOR ASSET MANAGEMENT INC /ADV's H&R Block position peaked at $650K in Q1 2022.
  • 313 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q2 2026, filed 11 Aug 2026.