USA Financial Formulas’s H&R Block HRB Stock Holding History

USA Financial Formulas’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	-12	Closed	-$523	–	480
2025 Q4	$523	Buy	+12	New	+$561	﹤0.01%	365

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 40.91% 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

USA Financial Formulas's HRB Position: Q1 2026 in Review

USA Financial Formulas sold out of H&R Block (HRB) in Q1 2026, closing a stake of 12 shares — an estimated $523 sold.

USA Financial Formulas first reported a position in HRB in Q4 2025 and held it in 1 quarter. The position peaked at $523 in Q4 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

USA Financial Formulas reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 12 H&R Block shares in Q1 2026, an estimated $523.
USA Financial Formulas first reported a position in H&R Block in Q4 2025 and held it in 1 quarter.
USA Financial Formulas's H&R Block position peaked at $523 in Q4 2025.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.