Signature Equity Partners’s H&R Block HRB Stock Holding History

Signature Equity 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	–	Sell	-132	Closed	-$4.19K	–	1636
2026 Q1	$4.19K	Buy	+132	New	+$4.6K	﹤0.01%	1004

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 $3.38T AUM 44.17% 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

Signature Equity Partners's HRB Position: Q2 2026 in Review

Signature Equity Partners sold out of H&R Block (HRB) in Q2 2026, closing a stake of 132 shares — an estimated $4.19K sold.

Signature Equity Partners first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $4.19K in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Signature Equity Partners reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Signature Equity Partners sold 132 H&R Block shares in Q2 2026, an estimated $4.19K.
Signature Equity Partners first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Signature Equity Partners's H&R Block position peaked at $4.19K in Q1 2026.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.