Tectonic Advisors’s H&R Block HRB Stock Holding History

Tectonic 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	$10.7M	Buy	280,725 +28,790	+11%	+$1M	0.51%	58
2026 Q1	$8M	Buy	251,935 +54,462	+28%	+$1.9M	0.42%	65
2025 Q4	$8.61M	Buy	197,473 +27,720	+16%	+$1.3M	0.45%	66
2025 Q3	$8.58M	Buy	169,753 +25,706	+18%	+$1.36M	0.47%	67
2025 Q2	$7.91M	Buy	144,047 +11,523	+9%	+$665K	0.46%	63
2025 Q1	$7.28M	Buy	132,524 +11,716	+10%	+$626K	0.45%	62
2024 Q4	$6.38M	Buy	120,808 +13,090	+12%	+$769K	0.42%	62
2024 Q3	$6.85M	Buy	107,718 +6,769	+7%	+$403K	0.45%	57
2024 Q2	$5.47M	Buy	100,949 +3,852	+4%	+$192K	0.39%	54
2024 Q1	$4.77M	Buy	97,097 +2,926	+3%	+$139K	0.36%	61
2023 Q4	$4.56M	Sell	94,171 -796	-0.8%	-$35.5K	0.38%	56
2023 Q3	$4.09M	Buy	94,967 +3,441	+4%	+$127K	0.38%	56
2023 Q2	$2.92M	Buy	91,526 +15,555	+20%	+$502K	0.36%	72
2023 Q1	$2.68M	Buy	75,971 +16,007	+27%	+$592K	0.37%	70
2022 Q4	$2.19M	Buy	59,964 +8,357	+16%	+$340K	0.34%	73
2022 Q3	$2.19M	Buy	51,607 +4,467	+9%	+$189K	0.4%	50
2022 Q2	$1.67M	Buy	47,140 +5,280	+13%	+$163K	0.3%	62
2022 Q1	$1.09M	Buy	41,860 +7,686	+22%	+$187K	0.19%	81
2021 Q4	$805K	Buy	34,174 +16,352	+92%	+$397K	0.14%	103
2021 Q3	$446K	Buy	+17,822	New	+$444K	0.09%	123

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Tectonic Advisors's HRB Position: Q2 2026 in Review

Tectonic Advisors increased its H&R Block (HRB) stake by 11% in Q2 2026, buying an estimated $1M and bringing the position to 280,725 shares worth $10.7M. The position accounts for 0.51% of the portfolio, ranked #58.

Tectonic Advisors first reported a position in HRB in Q3 2021 and has held it in 20 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Tectonic Advisors held 280,725 shares of H&R Block worth $10.7M as of Q2 2026.
Tectonic Advisors bought 28,790 H&R Block shares in Q2 2026, an estimated $1M.
H&R Block made up 0.51% of Tectonic Advisors's portfolio in Q2 2026, its #58 holding.
Tectonic Advisors first reported a position in H&R Block in Q3 2021 and has held it in 20 quarters since.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.