Thrivent Financial for Lutherans
HRB icon

Thrivent Financial for Lutherans’s H&R Block HRB Stock Holding History

Thrivent Financial for Lutherans’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 		$906K Buy
28,560
+92
+0.3% +$3.21K ﹤0.01% 1939
2025
Q4 		$1.24M Sell
28,468
-2,290
-7% -$107K ﹤0.01% 1788
2025
Q3 		$1.55M Sell
30,758
-764
-2% -$40.4K ﹤0.01% 1505
2025
Q2 		$1.73M Buy
31,522
+140
+0.4% +$8.08K ﹤0.01% 1455
2025
Q1 		$1.72M Sell
31,382
-864
-3% -$46.2K ﹤0.01% 1375
2024
Q4 		$1.7M Sell
32,246
-47,444
-60% -$2.79M ﹤0.01% 1554
2024
Q3 		$5.06M Sell
79,690
-7,928
-9% -$473K 0.01% 917
2024
Q2 		$4.75M Buy
87,618
+52,654
+151% +$2.62M 0.01% 921
2024
Q1 		$1.72M Sell
34,964
-992
-3% -$47.1K ﹤0.01% 1526
2023
Q4 		$1.74M Sell
35,956
-2,175
-6% -$96.9K ﹤0.01% 1484
2023
Q3 		$1.64M Sell
38,131
-1,175
-3% -$43.4K ﹤0.01% 1424
2023
Q2 		$1.25M Sell
39,306
-881
-2% -$28.5K ﹤0.01% 1658
2023
Q1 		$1.42M Sell
40,187
-20,597
-34% -$762K ﹤0.01% 1559
2022
Q4 		$2.22M Buy
60,784
+18,545
+44% +$754K 0.01% 1189
2022
Q3 		$1.8M Buy
42,239
+369
+0.9% +$15.6K ﹤0.01% 1286
2022
Q2 		$1.48M Sell
41,870
-1,125
-3% -$34.7K ﹤0.01% 1434
2022
Q1 		$1.12M Sell
42,995
-3,314
-7% -$80.4K ﹤0.01% 1761
2021
Q4 		$1.09M Sell
46,309
-232
-0.5% -$5.63K ﹤0.01% 1804
2021
Q3 		$1.16M Sell
46,541
-149,209
-76% -$3.72M ﹤0.01% 1725
2021
Q2 		$4.6M Buy
195,750
+146,989
+301% +$3.48M 0.01% 963
2021
Q1 		$1.06M Sell
48,761
-82,008
-63% -$1.55M ﹤0.01% 1829
2020
Q4 		$2.07M Buy
130,769
+67,867
+108% +$1.17M ﹤0.01% 1295
2020
Q3 		$1.02M Buy
+62,902
New +$925K ﹤0.01% 1549
2020
Q1 		– Sell
-8,899
Closed -$209K – 2285
2019
Q4 		$209K Sell
8,899
-361
-4% -$8.67K ﹤0.01% 2154
2019
Q3 		$219K Hold
9,260
– – ﹤0.01% 2117
2019
Q2 		$271K Buy
9,260
+82
+0.9% +$2.2K ﹤0.01% 2052
2019
Q1 		$220K Buy
9,178
+35
+0.4% +$860 ﹤0.01% 2089
2018
Q4 		$232K Buy
9,143
+161
+2% +$4.3K ﹤0.01% 1902
2018
Q3 		$231K Buy
8,982
+198
+2% +$5.02K ﹤0.01% 1945
2018
Q2 		$200K Buy
8,784
+60
+0.7% +$1.59K ﹤0.01% 1968
2018
Q1 		$222K Buy
8,724
+164
+2% +$4.32K ﹤0.01% 1931
2017
Q4 		$224K Sell
8,560
-23
-0.3% -$597 ﹤0.01% 1961
2017
Q3 		$227K Buy
8,583
+803
+10% +$23.3K ﹤0.01% 1858
2017
Q2 		$240K Buy
+7,780
New +$204K ﹤0.01% 1814
2016
Q1 		– Sell
-6,620
Closed -$221K – 1992
2015
Q4 		$221K Sell
6,620
-880
-12% -$31.3K ﹤0.01% 1718
2015
Q3 		$272K Buy
7,500
+300
+4% +$10.2K ﹤0.01% 1488
2015
Q2 		$213K Buy
7,200
+400
+6% +$12.5K ﹤0.01% 1592
2015
Q1 		$218K Buy
6,800
+300
+5% +$10K ﹤0.01% 1559
2014
Q4 		$219K Hold
6,500
– – ﹤0.01% 1548
2014
Q3 		$202K Buy
6,500
+100
+2% +$3.26K ﹤0.01% 1590
2014
Q2 		$215K Buy
+6,400
New +$191K ﹤0.01% 1596
2013
Q3 		– Sell
-9,500
Closed -$264 – 1563
2013
Q2 		$264 Buy
+9,500
New +$271K ﹤0.01% 1287

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans's HRB Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its H&R Block (HRB) stake by 0.32% in Q1 2026, buying an estimated $3.21K and bringing the position to 28,560 shares worth $906K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Thrivent Financial for Lutherans first reported a position in HRB in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.06M in Q3 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Thrivent Financial for Lutherans held 28,560 shares of H&R Block worth $906K as of Q1 2026.
  • Thrivent Financial for Lutherans bought 92 H&R Block shares in Q1 2026, an estimated $3.21K.
  • H&R Block made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1939 holding.
  • Thrivent Financial for Lutherans first reported a position in H&R Block in Q2 2013 and has held it in 42 quarters since.
  • Thrivent Financial for Lutherans's H&R Block position peaked at $5.06M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.