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SBI Securities’s H&R Block HRB Stock Holding History

SBI Securities’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 		$125K Buy
3,278
+2,000
+156% +$69.7K ﹤0.01% 833
2026
Q1 		$40.6K Buy
1,278
+356
+39% +$12.4K ﹤0.01% 1183
2025
Q4 		$40.2K Buy
922
+51
+6% +$2.38K ﹤0.01% 1167
2025
Q3 		$44K Buy
871
+51
+6% +$2.69K ﹤0.01% 1139
2025
Q2 		$45K Sell
820
-25
-3% -$1.44K ﹤0.01% 1093
2025
Q1 		$46.4K Sell
845
-22
-3% -$1.18K ﹤0.01% 1009
2024
Q4 		$45.8K Buy
+867
New +$50.9K ﹤0.01% 1018

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

SBI Securities's HRB Position: Q2 2026 in Review

SBI Securities increased its H&R Block (HRB) stake by 156% in Q2 2026, buying an estimated $69.7K and bringing the position to 3,278 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

SBI Securities first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • SBI Securities held 3,278 shares of H&R Block worth $125K as of Q2 2026.
  • SBI Securities bought 2,000 H&R Block shares in Q2 2026, an estimated $69.7K.
  • H&R Block made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #833 holding.
  • SBI Securities first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.