Sovereign's Capital Management’s H&R Block HRB Stock Holding History

Sovereign's Capital 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	$809K	Sell	21,239 -469	-2%	-$16.3K	0.54%	46
2026 Q1	$689K	Sell	21,708 -1,608	-7%	-$56K	0.51%	51
2025 Q4	$1.02M	Sell	23,316 -2,747	-11%	-$128K	0.62%	43
2025 Q3	$1.32M	Buy	26,063 +200	+0.8%	+$10.6K	0.72%	44
2025 Q2	$1.42M	Buy	25,863 +4,160	+19%	+$240K	0.76%	46
2025 Q1	$1.19M	Buy	21,703 +5,777	+36%	+$309K	0.71%	49
2024 Q4	$842K	Buy	+15,926	New	+$936K	0.54%	57

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

Sovereign's Capital Management's HRB Position: Q2 2026 in Review

Sovereign's Capital Management reduced its H&R Block (HRB) stake by 2.2% in Q2 2026, selling an estimated $16.3K and leaving 21,239 shares worth $809K. The position accounts for 0.54% of the portfolio, ranked #46.

Sovereign's Capital Management first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q2 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Sovereign's Capital Management held 21,239 shares of H&R Block worth $809K as of Q2 2026.
Sovereign's Capital Management sold 469 H&R Block shares in Q2 2026, an estimated $16.3K.
H&R Block made up 0.54% of Sovereign's Capital Management's portfolio in Q2 2026, its #46 holding.
Sovereign's Capital Management first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
Sovereign's Capital Management's H&R Block position peaked at $1.42M in Q2 2025.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.