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Synergy Investment Management’s H&R Block HRB Stock Holding History

Synergy Investment 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 		$991 Buy
+21
New +$732 ﹤0.01% 976

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

Synergy Investment Management's HRB Position: Q2 2026 in Review

Synergy Investment Management opened a new position in H&R Block (HRB) in Q2 2026: 21 shares worth $991. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Synergy Investment Management held 21 shares of H&R Block worth $991 as of Q2 2026.
  • H&R Block was a new Synergy Investment Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #976 holding.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.