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SouthState Corp’s H&R Block HRB Stock Holding History

SouthState Corp’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 		$2.44K Sell
64
-168
-72% -$5.85K ﹤0.01% 913
2026
Q1 		$7.36K Buy
232
+12
+5% +$418 ﹤0.01% 704
2025
Q4 		$9.59K Buy
220
+210
+2,100% +$9.82K ﹤0.01% 693
2025
Q3 		$506 Hold
10
– – ﹤0.01% 1238
2025
Q2 		$549 Hold
10
– – ﹤0.01% 1417
2025
Q1 		$550 Buy
+10
New +$535 ﹤0.01% 1485
2024
Q2 		– Sell
-115
Closed -$5.65K – 699
2024
Q1 		$5.65K Buy
+115
New +$5.46K ﹤0.01% 544

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

SouthState Corp's HRB Position: Q2 2026 in Review

SouthState Corp reduced its H&R Block (HRB) stake by 72% in Q2 2026, selling an estimated $5.85K and leaving 64 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

SouthState Corp first reported a position in HRB in Q1 2024 and has held it in 7 quarters since. The position peaked at $9.59K in Q4 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • SouthState Corp held 64 shares of H&R Block worth $2.44K as of Q2 2026.
  • SouthState Corp sold 168 H&R Block shares in Q2 2026, an estimated $5.85K.
  • H&R Block made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #913 holding.
  • SouthState Corp first reported a position in H&R Block in Q1 2024 and has held it in 7 quarters since.
  • SouthState Corp's H&R Block position peaked at $9.59K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.