SCI
HRB icon

Silver Coast Investments’s H&R Block HRB Stock Holding History

Silver Coast Investments’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 		$245K Hold
6,428
– – 0.07% 111
2026
Q1 		$204K Hold
6,428
– – 0.07% 118
2025
Q4 		$280K Hold
6,428
– – 0.1% 87
2025
Q3 		$325K Hold
6,428
– – 0.11% 80
2025
Q2 		$353K Buy
6,428
+332
+5% +$19.2K 0.13% 75
2025
Q1 		$335K Buy
6,096
+1,220
+25% +$65.2K 0.13% 69
2024
Q4 		$258K Buy
4,876
+300
+7% +$17.6K 0.1% 83
2024
Q3 		$291K Buy
+4,576
New +$273K 0.11% 74

Other funds holding HRB

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Silver Coast Investments's HRB Position: Q2 2026 in Review

Silver Coast Investments held its H&R Block (HRB) position steady in Q2 2026 at 6,428 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #111.

Silver Coast Investments first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $353K in Q2 2025. 225 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Silver Coast Investments held 6,428 shares of H&R Block worth $245K as of Q2 2026.
  • Silver Coast Investments left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.07% of Silver Coast Investments's portfolio in Q2 2026, its #111 holding.
  • Silver Coast Investments first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • Silver Coast Investments's H&R Block position peaked at $353K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.