TwinBeech Capital’s H&R Block HRB Stock Holding History

TwinBeech Capital’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	-5,895	Closed	-$257K	–	688
2025 Q4	$257K	Buy	+5,895	New	+$276K	0.02%	504
2025 Q3	–	Sell	-108,591	Closed	-$5.96M	–	682
2025 Q2	$5.96M	Buy	+108,591	New	+$6.27M	0.14%	181
2023 Q2	–	Sell	-37,517	Closed	-$1.32M	–	718
2023 Q1	$1.32M	Sell	37,517 -147,536	-80%	-$5.46M	0.03%	421
2022 Q4	$6.76M	Buy	+185,053	New	+$7.52M	0.13%	198
2022 Q1	–	Sell	-108,796	Closed	-$2.56M	–	605
2021 Q4	$2.56M	Buy	+108,796	New	+$2.64M	0.15%	187
2020 Q3	–	Sell	-85,862	Closed	-$1.23M	–	497
2020 Q2	$1.23M	Buy	+85,862	New	+$1.36M	0.27%	119

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's HRB Position: Q1 2026 in Review

TwinBeech Capital sold out of H&R Block (HRB) in Q1 2026, closing a stake of 5,895 shares — an estimated $257K sold.

TwinBeech Capital first reported a position in HRB in Q2 2020 and held it in 6 quarters. The position peaked at $6.76M in Q4 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

TwinBeech Capital reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 5,895 H&R Block shares in Q1 2026, an estimated $257K.
TwinBeech Capital first reported a position in H&R Block in Q2 2020 and held it in 6 quarters.
TwinBeech Capital's H&R Block position peaked at $6.76M in Q4 2022.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.