Triumph Capital Management’s H&R Block HRB Stock Holding History

Triumph Capital Management’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	-1	Closed	-$32	–	1887
2026 Q1	$32	Hold	1	–	–	﹤0.01%	1817
2025 Q4	$44	Buy	+1	New	+$47	﹤0.01%	1751
2023 Q3	–	Sell	-18,391	Closed	-$591K	–	231
2023 Q2	$591K	Buy	18,391 +7,349	+67%	+$237K	0.27%	80
2023 Q1	$392K	Buy	+11,042	New	+$408K	0.2%	101

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

Triumph Capital Management's HRB Position: Q2 2026 in Review

Triumph Capital Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 1 share — an estimated $32 sold.

Triumph Capital Management first reported a position in HRB in Q1 2023 and held it in 4 quarters. The position peaked at $591K in Q2 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Triumph Capital Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 1 H&R Block share in Q2 2026, an estimated $32.
Triumph Capital Management first reported a position in H&R Block in Q1 2023 and held it in 4 quarters.
Triumph Capital Management's H&R Block position peaked at $591K in Q2 2023.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.