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HRB icon

Salomon & Ludwin’s H&R Block HRB Stock Holding History

Salomon & Ludwin’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 		$23.2K Hold
590
– – ﹤0.01% 1032
2026
Q1 		$19K Buy
590
+507
+611% +$17.7K ﹤0.01% 1126
2025
Q4 		$3.63K Buy
83
+4
+5% +$187 ﹤0.01% 1886
2025
Q3 		$4.09K Buy
+79
New +$4.17K ﹤0.01% 1809
2024
Q2 		– Sell
-2,537
Closed -$125K – 773
2024
Q1 		$125K Hold
2,537
– – 0.01% 227
2023
Q4 		$109K Hold
2,537
– – 0.01% 215
2023
Q3 		$109K Buy
+2,537
New +$93.7K 0.01% 215

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

Salomon & Ludwin's HRB Position: Q2 2026 in Review

Salomon & Ludwin held its H&R Block (HRB) position steady in Q2 2026 at 590 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Salomon & Ludwin first reported a position in HRB in Q3 2023 and has held it in 7 quarters since. The position peaked at $125K in Q1 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Salomon & Ludwin held 590 shares of H&R Block worth $23.2K as of Q2 2026.
  • Salomon & Ludwin left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1032 holding.
  • Salomon & Ludwin first reported a position in H&R Block in Q3 2023 and has held it in 7 quarters since.
  • Salomon & Ludwin's H&R Block position peaked at $125K in Q1 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.