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SummitTX Capital’s H&R Block HRB Stock Holding History

SummitTX Capital’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 		$3.54M Buy
92,998
+18,554
+25% +$646K 0.09% 241
2026
Q1 		$2.36M Buy
74,444
+10,235
+16% +$357K 0.07% 278
2025
Q4 		$2.8M Buy
64,209
+28,121
+78% +$1.31M 0.08% 252
2025
Q3 		$1.82M Buy
36,088
+21,146
+142% +$1.12M 0.08% 274
2025
Q2 		$820K Sell
14,942
-4,942
-25% -$285K 0.04% 404
2025
Q1 		$1.09M Buy
+19,884
New +$1.06M 0.05% 386

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

SummitTX Capital's HRB Position: Q2 2026 in Review

SummitTX Capital increased its H&R Block (HRB) stake by 25% in Q2 2026, buying an estimated $646K and bringing the position to 92,998 shares worth $3.54M. The position accounts for 0.09% of the portfolio, ranked #241.

SummitTX Capital first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • SummitTX Capital held 92,998 shares of H&R Block worth $3.54M as of Q2 2026.
  • SummitTX Capital bought 18,554 H&R Block shares in Q2 2026, an estimated $646K.
  • H&R Block made up 0.09% of SummitTX Capital's portfolio in Q2 2026, its #241 holding.
  • SummitTX Capital first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.