Tradewinds LLC’s H&R Block HRB Stock Holding History

Tradewinds LLC’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	–	Sell	-8,581	Closed	-$268K	–	240
2026 Q1	$268K	Hold	8,581	–	–	0.09%	115
2025 Q4	$374K	Hold	8,581	–	–	0.09%	135
2025 Q3	$434K	Buy	+8,581	New	+$453K	0.11%	120
2025 Q2	–	Sell	-8,581	Closed	-$471K	–	158
2025 Q1	$471K	Hold	8,581	–	–	0.13%	120
2024 Q4	$449K	Hold	8,581	–	–	0.12%	128
2024 Q3	$545K	Hold	8,581	–	–	0.17%	105
2024 Q2	$465K	Hold	8,581	–	–	0.14%	115
2024 Q1	$421K	Buy	+8,581	New	+$408K	0.2%	42
2023 Q3	$369K	Hold	8,581	–	–	0.22%	75
2023 Q2	$273K	Hold	8,581	–	–	0.16%	85
2023 Q1	$302K	Buy	+8,581	New	+$317K	0.18%	93
2022 Q4	–	Sell	-8,581	Closed	-$365K	–	157
2022 Q3	$365K	Hold	8,581	–	–	0.27%	73
2022 Q2	$303K	Buy	+8,581	New	+$265K	0.21%	83
2021 Q4	$415K	Buy	+8,581	New	+$208K	0.49%	32

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

Tradewinds LLC's HRB Position: Q2 2026 in Review

Tradewinds LLC sold out of H&R Block (HRB) in Q2 2026, closing a stake of 8,581 shares — an estimated $268K sold.

Tradewinds LLC first reported a position in HRB in Q4 2021 and held it in 14 quarters. The position peaked at $545K in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Tradewinds LLC reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Tradewinds LLC sold 8,581 H&R Block shares in Q2 2026, an estimated $268K.
Tradewinds LLC first reported a position in H&R Block in Q4 2021 and held it in 14 quarters.
Tradewinds LLC's H&R Block position peaked at $545K in Q3 2024.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.