Steigerwald Gordon & Koch’s H&R Block HRB Stock Holding History

Steigerwald Gordon & Koch’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	–	Sell	-148	Closed	-$6.45K	–	832
2025 Q4	$6.45K	Buy	+148	New	+$6.92K	﹤0.01%	645

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steigerwald Gordon & Koch's HRB Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of H&R Block (HRB) in Q1 2026, closing a stake of 148 shares — an estimated $6.45K sold.

Steigerwald Gordon & Koch first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $6.45K in Q4 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Steigerwald Gordon & Koch reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 148 H&R Block shares in Q1 2026, an estimated $6.45K.
Steigerwald Gordon & Koch first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
Steigerwald Gordon & Koch's H&R Block position peaked at $6.45K in Q4 2025.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.