Sittner & Nelson’s H&R Block HRB Stock Holding History

Sittner & Nelson’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	$7.62K	Hold	200	–	–	﹤0.01%	462
2026 Q1	$6.35K	Hold	200	–	–	﹤0.01%	461
2025 Q4	$6.58K	Buy	+200	New	+$9.35K	﹤0.01%	424

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

Sittner & Nelson's HRB Position: Q2 2026 in Review

Sittner & Nelson held its H&R Block (HRB) position steady in Q2 2026 at 200 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Sittner & Nelson first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Sittner & Nelson held 200 shares of H&R Block worth $7.62K as of Q2 2026.
Sittner & Nelson left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #462 holding.
Sittner & Nelson first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.