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Summit Trail Advisors’s H&R Block HRB Stock Holding History

Summit Trail Advisors’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 		$1.9M Buy
49,956
+14,526
+41% +$506K 0.02% 641
2026
Q1 		$1.12M Buy
35,430
+13,949
+65% +$486K 0.02% 881
2025
Q4 		$939K Sell
21,481
-1,449
-6% -$67.7K 0.02% 845
2025
Q3 		$1.16M Buy
+22,930
New +$1.21M 0.02% 744
2018
Q1 		– Sell
-101
Closed -$3K – 983
2017
Q4 		$3K Buy
+101
New +$2.62K ﹤0.01% 1546

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

Summit Trail Advisors's HRB Position: Q2 2026 in Review

Summit Trail Advisors increased its H&R Block (HRB) stake by 41% in Q2 2026, buying an estimated $506K and bringing the position to 49,956 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #641.

Summit Trail Advisors first reported a position in HRB in Q4 2017 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Summit Trail Advisors held 49,956 shares of H&R Block worth $1.9M as of Q2 2026.
  • Summit Trail Advisors bought 14,526 H&R Block shares in Q2 2026, an estimated $506K.
  • H&R Block made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #641 holding.
  • Summit Trail Advisors first reported a position in H&R Block in Q4 2017 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.