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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sovereign's Capital Management's HRB Position: Q1 2026 in Review

Sovereign's Capital Management reduced its H&R Block (HRB) stake by 6.9% in Q1 2026, selling an estimated $56K and leaving 21,708 shares worth $689K. The position accounts for 0.51% of the portfolio, ranked #51.

Sovereign's Capital Management first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q2 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Sovereign's Capital Management held 21,708 shares of H&R Block worth $689K as of Q1 2026.
Sovereign's Capital Management sold 1,608 H&R Block shares in Q1 2026, an estimated $56K.
H&R Block made up 0.51% of Sovereign's Capital Management's portfolio in Q1 2026, its #51 holding.
Sovereign's Capital Management first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
Sovereign's Capital Management's H&R Block position peaked at $1.42M in Q2 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.