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

Taylor Hoffman 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 Q1	$287K	Buy	9,027 +705	+8%	+$24.6K	0.09%	100
2025 Q4	$363K	Buy	8,322 +3,350	+67%	+$157K	0.11%	94
2025 Q3	$251K	Hold	4,972	–	–	0.08%	107
2025 Q2	$273K	Hold	4,972	–	–	0.09%	107
2025 Q1	$280K	Buy	+4,972	New	+$266K	0.1%	104
2024 Q4	–	Sell	-3,772	Closed	-$225K	–	115
2024 Q3	$225K	Buy	+3,772	New	+$225K	0.09%	109

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Capital Management's HRB Position: Q1 2026 in Review

Taylor Hoffman Capital Management increased its H&R Block (HRB) stake by 8.5% in Q1 2026, buying an estimated $24.6K and bringing the position to 9,027 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #100.

Taylor Hoffman Capital Management first reported a position in HRB in Q3 2024 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Taylor Hoffman Capital Management held 9,027 shares of H&R Block worth $287K as of Q1 2026.
Taylor Hoffman Capital Management bought 705 H&R Block shares in Q1 2026, an estimated $24.6K.
H&R Block made up 0.09% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #100 holding.
Taylor Hoffman Capital Management first reported a position in H&R Block in Q3 2024 and has held it in 6 quarters since.
Taylor Hoffman Capital Management's H&R Block position peaked at $363K in Q4 2025.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.