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

Sterling 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 		$127K Sell
3,344
-302
-8% -$10.5K ﹤0.01% 1339
2026
Q1 		$116K Sell
3,646
-2,736
-43% -$95.3K ﹤0.01% 1349
2025
Q4 		$278K Sell
6,382
-467
-7% -$21.8K ﹤0.01% 1215
2025
Q3 		$346K Sell
6,849
-1,498
-18% -$79.2K 0.01% 1137
2025
Q2 		$458K Buy
8,347
+1,327
+19% +$76.6K 0.01% 960
2025
Q1 		$385K Sell
7,020
-17,552
-71% -$938K 0.01% 968
2024
Q4 		$1.3M Buy
24,572
+1,460
+6% +$85.8K 0.02% 555
2024
Q3 		$1.47M Buy
+23,112
New +$1.38M 0.02% 465

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

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

Sterling Capital Management reduced its H&R Block (HRB) stake by 8.3% in Q2 2026, selling an estimated $10.5K and leaving 3,344 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Sterling Capital Management first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Sterling Capital Management held 3,344 shares of H&R Block worth $127K as of Q2 2026.
  • Sterling Capital Management sold 302 H&R Block shares in Q2 2026, an estimated $10.5K.
  • H&R Block made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1339 holding.
  • Sterling Capital Management first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's H&R Block position peaked at $1.47M in Q3 2024.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.