Russell Investments Group
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Russell Investments Group’s H&R Block HRB Stock Holding History

Russell Investments Group’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 		$2.05M Buy
53,871
+7,100
+15% +$247K ﹤0.01% 2078
2026
Q1 		$1.48M Buy
46,771
+12,375
+36% +$431K ﹤0.01% 2025
2025
Q4 		$1.5M Sell
34,396
-6,119
-15% -$286K ﹤0.01% 2022
2025
Q3 		$2.05M Sell
40,515
-73,190
-64% -$3.87M ﹤0.01% 1839
2025
Q2 		$6.23M Buy
113,705
+87,783
+339% +$5.07M 0.01% 1083
2025
Q1 		$1.42M Buy
25,922
+12,253
+90% +$655K ﹤0.01% 1876
2024
Q4 		$722K Sell
13,669
-13,572
-50% -$798K ﹤0.01% 2143
2024
Q3 		$1.73M Buy
27,241
+13,163
+94% +$785K ﹤0.01% 1765
2024
Q2 		$763K Sell
14,078
-35,572
-72% -$1.77M ﹤0.01% 2070
2024
Q1 		$2.44M Buy
49,650
+14,760
+42% +$701K ﹤0.01% 1543
2023
Q4 		$1.69M Sell
34,890
-9,642
-22% -$430K ﹤0.01% 1710
2023
Q3 		$1.92M Buy
44,532
+4,230
+10% +$156K ﹤0.01% 1571
2023
Q2 		$1.28M Sell
40,302
-16,110
-29% -$520K ﹤0.01% 1796
2023
Q1 		$1.99M Buy
56,412
+28
+0% +$1.04K ﹤0.01% 1590
2022
Q4 		$2.06M Sell
56,384
-22,668
-29% -$921K ﹤0.01% 1576
2022
Q3 		$3.38M Sell
79,052
-34,097
-30% -$1.44M 0.01% 1276
2022
Q2 		$3.97M Sell
113,149
-837,304
-88% -$25.8M 0.01% 1216
2022
Q1 		$24.7M Buy
950,453
+119,193
+14% +$2.89M 0.04% 487
2021
Q4 		$19.6M Sell
831,260
-1,058,233
-56% -$25.7M 0.03% 616
2021
Q3 		$47.2M Buy
1,889,493
+122,989
+7% +$3.06M 0.08% 300
2021
Q2 		$41.5M Buy
1,766,504
+995,757
+129% +$23.6M 0.07% 343
2021
Q1 		$16.8M Buy
770,747
+647,608
+526% +$12.2M 0.03% 675
2020
Q4 		$1.94M Sell
123,139
-661,613
-84% -$11.4M ﹤0.01% 1779
2020
Q3 		$12.8M Buy
784,752
+655,433
+507% +$9.64M 0.03% 650
2020
Q2 		$1.84M Buy
129,319
+98,182
+315% +$1.55M ﹤0.01% 1685
2020
Q1 		$437K Sell
31,137
-74,830
-71% -$1.57M ﹤0.01% 2238
2019
Q4 		$2.48M Sell
105,967
-243,388
-70% -$5.84M ﹤0.01% 1609
2019
Q3 		$8.23M Sell
349,355
-163,422
-32% -$4.32M 0.02% 946
2019
Q2 		$15M Sell
512,777
-199,926
-28% -$5.37M 0.03% 684
2019
Q1 		$17.1M Buy
712,703
+187,244
+36% +$4.6M 0.03% 638
2018
Q4 		$13.3M Buy
525,459
+401,537
+324% +$10.7M 0.03% 679
2018
Q3 		$3.21M Buy
123,922
+40,167
+48% +$1.02M 0.01% 1514
2018
Q2 		$1.9M Sell
83,755
-219,091
-72% -$5.81M ﹤0.01% 1781
2018
Q1 		$7.59M Buy
302,846
+221,954
+274% +$5.84M 0.01% 1127
2017
Q4 		$2.14M Sell
80,892
-1,337
-2% -$34.7K ﹤0.01% 1780
2017
Q3 		$2.18M Sell
82,229
-20,123
-20% -$585K ﹤0.01% 1737
2017
Q2 		$3.17M Buy
102,352
+62,671
+158% +$1.64M 0.01% 1475
2017
Q1 		$925K Sell
39,681
-25,875
-39% -$579K ﹤0.01% 2140
2016
Q4 		$1.52M Buy
+65,556
New +$1.5M ﹤0.01% 1956

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
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

Russell Investments Group's HRB Position: Q2 2026 in Review

Russell Investments Group increased its H&R Block (HRB) stake by 15% in Q2 2026, buying an estimated $247K and bringing the position to 53,871 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Russell Investments Group first reported a position in HRB in Q4 2016 and has held it in 39 quarters since. The position peaked at $47.2M in Q3 2021. 284 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Russell Investments Group held 53,871 shares of H&R Block worth $2.05M as of Q2 2026.
  • Russell Investments Group bought 7,100 H&R Block shares in Q2 2026, an estimated $247K.
  • H&R Block made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2078 holding.
  • Russell Investments Group first reported a position in H&R Block in Q4 2016 and has held it in 39 quarters since.
  • Russell Investments Group's H&R Block position peaked at $47.2M in Q3 2021.
  • 284 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.