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Savant Capital’s H&R Block HRB Stock Holding History

Savant Capital’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 		$297K Buy
+7,421
New +$259K ﹤0.01% 1511
2026
Q1 		– Sell
-5,120
Closed -$223K – 1534
2025
Q4 		$223K Buy
+5,120
New +$239K ﹤0.01% 1232
2025
Q1 		– Sell
-11,216
Closed -$593K – 1238
2024
Q4 		$593K Sell
11,216
-2,707
-19% -$159K ﹤0.01% 825
2024
Q3 		$885K Sell
13,923
-7,948
-36% -$474K 0.01% 684
2024
Q2 		$1.19M Buy
+21,871
New +$1.09M 0.01% 537

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

Savant Capital's HRB Position: Q2 2026 in Review

Savant Capital opened a new position in H&R Block (HRB) in Q2 2026: 7,421 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Savant Capital previously reported a position in HRB as recently as Q4 2025.

Savant Capital first reported a position in HRB in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Savant Capital held 7,421 shares of H&R Block worth $297K as of Q2 2026.
  • H&R Block was a new Savant Capital position in Q2 2026.
  • H&R Block made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1511 holding.
  • Savant Capital first reported a position in H&R Block in Q2 2024 and has held it in 5 quarters since.
  • Savant Capital's H&R Block position peaked at $1.19M in Q2 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.