Seizert Capital Partners’s H&R Block HRB Stock Holding History

Seizert Capital Partners’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	$5.58M	Buy	146,440 +40,477	+38%	+$1.41M	0.23%	72
2026 Q1	$3.36M	Buy	105,963 +9,355	+10%	+$326K	0.15%	101
2025 Q4	$4.21M	Buy	96,608 +16,259	+20%	+$760K	0.18%	84
2025 Q3	$4.06M	Buy	+80,349	New	+$4.25M	0.18%	88
2022 Q3	–	Sell	-81,473	Closed	-$2.88M	–	190
2022 Q2	$2.88M	Sell	81,473 -109	-0.1%	-$3.37K	0.15%	101
2022 Q1	$2.12M	Buy	81,582 +67	+0.1%	+$1.63K	0.1%	116
2021 Q4	$1.92M	Buy	+81,515	New	+$1.98M	0.09%	127
2020 Q4	–	Sell	-582,063	Closed	-$9.48M	–	197
2020 Q3	$9.48M	Buy	582,063 +238,571	+69%	+$3.51M	0.62%	45
2020 Q2	$4.91M	Sell	343,492 -39,340	-10%	-$622K	0.33%	62
2020 Q1	$5.39M	Buy	382,832 +26,647	+7%	+$558K	0.4%	60
2019 Q4	$8.36M	Sell	356,185 -113,802	-24%	-$2.73M	0.42%	57
2019 Q3	$11.1M	Sell	469,987 -12,540	-3%	-$332K	0.56%	54
2019 Q2	$14.1M	Sell	482,527 -186,407	-28%	-$5.01M	0.69%	53
2019 Q1	$16M	Sell	668,934 -160,528	-19%	-$3.95M	0.72%	51
2018 Q4	$21M	Sell	829,462 -8,380	-1%	-$224K	0.95%	47
2018 Q3	$21.6M	Sell	837,842 -55,669	-6%	-$1.41M	0.79%	51
2018 Q2	$22.7M	Hold	893,511	–	–	0.83%	46
2018 Q1	$22.7M	Sell	893,511 -35,777	-4%	-$941K	0.83%	46
2017 Q4	$24.4M	Buy	+929,288	New	+$24.1M	0.88%	43

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

Seizert Capital Partners's HRB Position: Q2 2026 in Review

Seizert Capital Partners increased its H&R Block (HRB) stake by 38% in Q2 2026, buying an estimated $1.41M and bringing the position to 146,440 shares worth $5.58M. The position accounts for 0.23% of the portfolio, ranked #72.

Seizert Capital Partners first reported a position in HRB in Q4 2017 and has held it in 19 quarters since. The position peaked at $24.4M in Q4 2017. 539 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Seizert Capital Partners held 146,440 shares of H&R Block worth $5.58M as of Q2 2026.
Seizert Capital Partners bought 40,477 H&R Block shares in Q2 2026, an estimated $1.41M.
H&R Block made up 0.23% of Seizert Capital Partners's portfolio in Q2 2026, its #72 holding.
Seizert Capital Partners first reported a position in H&R Block in Q4 2017 and has held it in 19 quarters since.
Seizert Capital Partners's H&R Block position peaked at $24.4M in Q4 2017.
539 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Seizert Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.