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

Unifi 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 Q2	–	Sell	-8,355	Closed	-$265K	–	74
2026 Q1	$265K	Hold	8,355	–	–	0.08%	77
2025 Q4	$364K	Buy	+8,355	New	+$391K	0.25%	66

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

Unifi Asset Management's HRB Position: Q2 2026 in Review

Unifi Asset Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 8,355 shares — an estimated $265K sold.

Unifi Asset Management first reported a position in HRB in Q4 2025 and held it in 2 quarters. The position peaked at $364K in Q4 2025. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Unifi Asset Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Unifi Asset Management sold 8,355 H&R Block shares in Q2 2026, an estimated $265K.
Unifi Asset Management first reported a position in H&R Block in Q4 2025 and held it in 2 quarters.
Unifi Asset Management's H&R Block position peaked at $364K in Q4 2025.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Unifi Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.