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Tidal Investments’s H&R Block HRB Stock Holding History

Tidal Investments’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 		$1.6M Buy
50,510
+9,025
+22% +$315K ﹤0.01% 1230
2025
Q4 		$1.81M Buy
41,485
+29,339
+242% +$1.37M ﹤0.01% 995
2025
Q3 		$614K Sell
12,146
-3,575
-23% -$189K ﹤0.01% 1458
2025
Q2 		$863K Buy
15,721
+621
+4% +$35.9K 0.01% 1113
2025
Q1 		$829K Buy
15,100
+2,489
+20% +$133K 0.01% 1049
2024
Q4 		$666K Sell
12,611
-6,884
-35% -$405K 0.01% 1225
2024
Q3 		$1.24M Buy
19,495
+8,036
+70% +$479K 0.01% 890
2024
Q2 		$621K Sell
11,459
-4,758
-29% -$237K 0.01% 1174
2024
Q1 		$796K Sell
16,217
-15,578
-49% -$740K 0.01% 989
2023
Q4 		$1.54M Buy
31,795
+9,729
+44% +$434K 0.04% 455
2023
Q3 		$950K Buy
22,066
+589
+3% +$21.7K 0.03% 563
2023
Q2 		$684K Sell
21,477
-55,490
-72% -$1.79M 0.02% 669
2023
Q1 		$2.71M Sell
76,967
-15,088
-16% -$558K 0.09% 223
2022
Q4 		$3.36M Buy
92,055
+26,294
+40% +$1.07M 0.13% 171
2022
Q3 		$2.8M Sell
65,761
-45,754
-41% -$1.94M 0.12% 167
2022
Q2 		$3.94M Buy
111,515
+18,326
+20% +$566K 0.14% 130
2022
Q1 		$2.43M Buy
93,189
+56,824
+156% +$1.38M 0.07% 213
2021
Q4 		$857K Buy
36,365
+6,220
+21% +$151K 0.03% 452
2021
Q3 		$754K Buy
30,145
+4,976
+20% +$124K 0.03% 405
2021
Q2 		$591K Buy
+25,169
New +$596K 0.02% 391

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

Tidal Investments's HRB Position: Q1 2026 in Review

Tidal Investments increased its H&R Block (HRB) stake by 22% in Q1 2026, buying an estimated $315K and bringing the position to 50,510 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Tidal Investments first reported a position in HRB in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.94M in Q2 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Tidal Investments held 50,510 shares of H&R Block worth $1.6M as of Q1 2026.
  • Tidal Investments bought 9,025 H&R Block shares in Q1 2026, an estimated $315K.
  • H&R Block made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1230 holding.
  • Tidal Investments first reported a position in H&R Block in Q2 2021 and has held it in 20 quarters since.
  • Tidal Investments's H&R Block position peaked at $3.94M in Q2 2022.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.