Towle & Co
HRB icon

Towle & Co’s H&R Block HRB Stock Holding History

Towle & Co’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
Q3 		$3.32M Buy
+81,380
New +$3.7M 1.13% 47

Other funds holding HRB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Towle & Co's HRB Position: Q3 2026 in Review

Towle & Co opened a new position in H&R Block (HRB) in Q3 2026: 81,380 shares worth $3.32M. The stake represents 1.13% of the portfolio and ranks #47 among its holdings.

472 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Towle & Co held 81,380 shares of H&R Block worth $3.32M as of Q3 2026.
  • H&R Block was a new Towle & Co position in Q3 2026.
  • H&R Block made up 1.13% of Towle & Co's portfolio in Q3 2026, its #47 holding.
  • 472 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Towle & Co's 13F filing for Q3 2026, filed 12 Nov 2026.