Storebrand Asset Management’s H&R Block HRB Stock Holding History

Storebrand Asset 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	$2.6M	Hold	68,181	–	–	0.01%	573
2026 Q1	$2.16M	Hold	68,181	–	–	0.01%	564
2025 Q4	$2.97M	Hold	68,181	–	–	0.01%	548
2025 Q3	$3.45M	Sell	68,181 -40,000	-37%	-$2.11M	0.01%	540
2025 Q2	$5.94M	Sell	108,181 -20,000	-16%	-$1.15M	0.02%	466
2025 Q1	$7.04M	Sell	128,181 -66,000	-34%	-$3.53M	0.02%	441
2024 Q4	$10.3M	Sell	194,181 -86,923	-31%	-$5.11M	0.03%	381
2024 Q3	$17.9M	Sell	281,104 -45,642	-14%	-$2.72M	0.06%	308
2024 Q2	$17.7M	Buy	326,746 +3,492	+1%	+$174K	0.06%	294
2024 Q1	$15.9M	Sell	323,254 -30,000	-8%	-$1.43M	0.05%	319
2023 Q4	$17.1M	Sell	353,254 -9,653	-3%	-$430K	0.06%	301
2023 Q3	$15.6M	Buy	362,907 +955	+0.3%	+$35.3K	0.07%	285
2023 Q2	$11.5M	Buy	361,952 +10,000	+3%	+$323K	0.05%	348
2023 Q1	$12.4M	Buy	351,952 +29,749	+9%	+$1.1M	0.06%	328
2022 Q4	$11.8M	Buy	322,203 +912	+0.3%	+$37.1K	0.07%	325
2022 Q3	$13.7M	Hold	321,291	–	–	0.08%	280
2022 Q2	$11.3M	Hold	321,291	–	–	0.06%	320
2022 Q1	$8.37M	Buy	321,291 +4,674	+1%	+$113K	0.04%	400
2021 Q4	$7.46M	Buy	316,617 +95,334	+43%	+$2.31M	0.03%	439
2021 Q3	$5.53M	Hold	221,283	–	–	0.03%	488
2021 Q2	$5.2M	Buy	221,283 +152,000	+219%	+$3.6M	0.03%	504
2021 Q1	$1.51M	Buy	69,283 +8,140	+13%	+$154K	0.01%	679
2020 Q4	$970K	Hold	61,143	–	–	0.01%	711
2020 Q3	$996K	Buy	61,143 +1,167	+2%	+$17.2K	0.01%	672
2020 Q2	$856K	Buy	59,976 +41,352	+222%	+$654K	0.01%	666
2020 Q1	$262K	Buy	+18,624	New	+$390K	﹤0.01%	713

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Storebrand Asset Management's HRB Position: Q2 2026 in Review

Storebrand Asset Management held its H&R Block (HRB) position steady in Q2 2026 at 68,181 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #573.

Storebrand Asset Management first reported a position in HRB in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.9M in Q3 2024. 507 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Storebrand Asset Management held 68,181 shares of H&R Block worth $2.6M as of Q2 2026.
Storebrand Asset Management left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 0.01% of Storebrand Asset Management's portfolio in Q2 2026, its #573 holding.
Storebrand Asset Management first reported a position in H&R Block in Q1 2020 and has held it in 26 quarters since.
Storebrand Asset Management's H&R Block position peaked at $17.9M in Q3 2024.
507 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.