Tucker Asset Management’s H&R Block HRB Stock Holding History

Tucker Asset 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 Q1	–	Sell	-27	Closed	-$1.18K	–	681
2025 Q4	$1.18K	Buy	+27	New	+$1.26K	﹤0.01%	922
2025 Q1	–	Sell	-27	Closed	-$1.43K	–	592
2024 Q4	$1.43K	Hold	27	–	–	﹤0.01%	1278
2024 Q3	$1.72K	Hold	27	–	–	﹤0.01%	1201
2024 Q2	$1.46K	Hold	27	–	–	﹤0.01%	1386
2024 Q1	$1.33K	Buy	+27	New	+$1.28K	﹤0.01%	1387

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tucker Asset Management's HRB Position: Q1 2026 in Review

Tucker Asset Management sold out of H&R Block (HRB) in Q1 2026, closing a stake of 27 shares — an estimated $1.18K sold.

Tucker Asset Management first reported a position in HRB in Q1 2024 and held it in 5 quarters. The position peaked at $1.72K in Q3 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Tucker Asset Management reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 27 H&R Block shares in Q1 2026, an estimated $1.18K.
Tucker Asset Management first reported a position in H&R Block in Q1 2024 and held it in 5 quarters.
Tucker Asset Management's H&R Block position peaked at $1.72K in Q3 2024.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.