Segall Bryant & Hamill’s H&R Block HRB Stock Holding History

Segall Bryant & Hamill’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	$3.62M	Hold	95,000	–	–	0.04%	356
2026 Q1	$3.02M	Hold	95,000	–	–	0.04%	365
2025 Q4	$4.14M	Hold	95,000	–	–	0.06%	334
2025 Q3	$4.8M	Hold	95,000	–	–	0.06%	315
2025 Q2	$5.21M	Hold	95,000	–	–	0.07%	309
2025 Q1	$5.22M	Sell	95,000 -116	-0.1%	-$6.2K	0.08%	304
2024 Q4	$5.03M	Sell	95,116 -10	-0%	-$588	0.07%	332
2024 Q3	$6.05M	Buy	+95,126	New	+$5.67M	0.08%	299

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Segall Bryant & Hamill's HRB Position: Q2 2026 in Review

Segall Bryant & Hamill held its H&R Block (HRB) position steady in Q2 2026 at 95,000 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #356.

Segall Bryant & Hamill first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.05M in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Segall Bryant & Hamill held 95,000 shares of H&R Block worth $3.62M as of Q2 2026.
Segall Bryant & Hamill left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 0.04% of Segall Bryant & Hamill's portfolio in Q2 2026, its #356 holding.
Segall Bryant & Hamill first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
Segall Bryant & Hamill's H&R Block position peaked at $6.05M in Q3 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.