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SJS Investment Consulting’s H&R Block HRB Stock Holding History

SJS Investment Consulting’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 		$14.2K Buy
374
+276
+282% +$9.62K ﹤0.01% 932
2026
Q1 		$3.11K Buy
98
+33
+51% +$1.15K ﹤0.01% 1169
2025
Q4 		$2.83K Buy
65
+49
+306% +$2.29K ﹤0.01% 1067
2025
Q3 		$810 Hold
16
– – ﹤0.01% 1081
2025
Q2 		$879 Sell
16
-11
-41% -$635 ﹤0.01% 910
2025
Q1 		$1.48K Hold
27
– – ﹤0.01% 853
2024
Q4 		$1.43K Sell
27
-4
-13% -$235 ﹤0.01% 864
2024
Q3 		$1.97K Sell
31
-1
-3% -$60 ﹤0.01% 791
2024
Q2 		$1.74K Hold
32
– – ﹤0.01% 792
2024
Q1 		$1.57K Sell
32
-2
-6% -$95 ﹤0.01% 860
2023
Q4 		$1.65K Buy
34
+4
+13% +$178 ﹤0.01% 747
2023
Q3 		$1.29K Buy
30
+6
+25% +$222 ﹤0.01% 818
2023
Q2 		$765 Buy
24
+1
+4% +$32 ﹤0.01% 1006
2023
Q1 		$811 Sell
23
-10
-30% -$370 ﹤0.01% 977
2022
Q4 		$1.21K Buy
33
+16
+94% +$650 ﹤0.01% 854
2022
Q3 		$1K Buy
+17
New +$719 ﹤0.01% 756
2022
Q1 		$0 Buy
+4
New +$97 ﹤0.01% 987

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

SJS Investment Consulting's HRB Position: Q2 2026 in Review

SJS Investment Consulting increased its H&R Block (HRB) stake by 282% in Q2 2026, buying an estimated $9.62K and bringing the position to 374 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

SJS Investment Consulting first reported a position in HRB in Q1 2022 and has held it in 17 quarters since. 290 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • SJS Investment Consulting held 374 shares of H&R Block worth $14.2K as of Q2 2026.
  • SJS Investment Consulting bought 276 H&R Block shares in Q2 2026, an estimated $9.62K.
  • H&R Block made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #932 holding.
  • SJS Investment Consulting first reported a position in H&R Block in Q1 2022 and has held it in 17 quarters since.
  • 290 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.