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Smartleaf Asset Management’s H&R Block HRB Stock Holding History

Smartleaf Asset Management’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 		$170K Hold
4,456
– – 0.01% 903
2026
Q1 		$141K Buy
4,456
+3,192
+253% +$111K 0.01% 945
2025
Q4 		$55K Sell
1,264
-74
-6% -$3.46K ﹤0.01% 1504
2025
Q3 		$67.7K Buy
1,338
+112
+9% +$5.92K ﹤0.01% 1256
2025
Q2 		$67.1K Buy
1,226
+513
+72% +$29.6K 0.01% 1039
2025
Q1 		$38.6K Buy
713
+56
+9% +$2.99K ﹤0.01% 1281
2024
Q4 		$34.3K Buy
657
+146
+29% +$8.58K ﹤0.01% 1361
2024
Q3 		$32.5K Sell
511
-3,456
-87% -$206K ﹤0.01% 1080
2024
Q2 		$212K Sell
3,967
-31
-0.8% -$1.54K 0.03% 365
2024
Q1 		$195K Sell
3,998
-2,184
-35% -$104K 0.04% 365
2023
Q4 		$302K Buy
+6,182
New +$276K 0.08% 244

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smartleaf Asset Management's HRB Position: Q2 2026 in Review

Smartleaf Asset Management held its H&R Block (HRB) position steady in Q2 2026 at 4,456 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #903.

Smartleaf Asset Management first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $302K in Q4 2023. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Smartleaf Asset Management held 4,456 shares of H&R Block worth $170K as of Q2 2026.
  • Smartleaf Asset Management left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #903 holding.
  • Smartleaf Asset Management first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's H&R Block position peaked at $302K in Q4 2023.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.