Valley National Advisers’s H&R Block HRB Stock Holding History

Valley National Advisers’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	$30.5K	Hold	800	–	–	﹤0.01%	463
2026 Q1	$25K	Hold	800	–	–	﹤0.01%	474
2025 Q4	$34K	Buy	+800	New	+$37.4K	﹤0.01%	438
2025 Q3	–	Sell	-800	Closed	-$43K	–	862
2025 Q2	$43K	Hold	800	–	–	0.01%	396
2025 Q1	$43K	Sell	800 -27	-3%	-$1.44K	0.01%	394
2024 Q4	$43K	Buy	827 +27	+3%	+$1.59K	0.01%	367
2024 Q3	$50K	Hold	800	–	–	0.01%	355
2024 Q2	$43K	Hold	800	–	–	0.01%	414
2024 Q1	$39K	Hold	800	–	–	0.01%	441
2023 Q4	$38K	Hold	800	–	–	0.01%	446
2023 Q3	$34K	Hold	800	–	–	0.01%	432
2023 Q2	$26K	Hold	800	–	–	﹤0.01%	469
2023 Q1	$27K	Hold	800	–	–	﹤0.01%	469
2022 Q4	$30K	Hold	800	–	–	0.01%	443
2022 Q3	$33K	Hold	800	–	–	0.01%	433
2022 Q2	$29K	Hold	800	–	–	0.01%	423
2022 Q1	$21K	Hold	800	–	–	﹤0.01%	500
2021 Q4	$19K	Hold	800	–	–	﹤0.01%	510
2021 Q3	$20K	Hold	800	–	–	﹤0.01%	487
2021 Q2	$19K	Hold	800	–	–	﹤0.01%	493
2021 Q1	$17K	Hold	800	–	–	﹤0.01%	475
2020 Q4	$13K	Hold	800	–	–	﹤0.01%	489
2020 Q3	$13K	Sell	800 -400	-33%	-$5.88K	﹤0.01%	448
2020 Q2	$17K	Hold	1,200	–	–	﹤0.01%	424
2020 Q1	$17K	Hold	1,200	–	–	﹤0.01%	403
2019 Q4	$28K	Hold	1,200	–	–	0.01%	379
2019 Q3	$28K	Hold	1,200	–	–	0.01%	372
2019 Q2	$35K	Hold	1,200	–	–	0.01%	320
2019 Q1	$29K	Hold	1,200	–	–	0.01%	342
2018 Q4	$30K	Hold	1,200	–	–	0.01%	311
2018 Q3	$31K	Sell	1,200 -404	-25%	-$10.2K	0.01%	302
2018 Q2	$37K	Buy	1,604 +4	+0.3%	+$106	0.01%	284
2018 Q1	$41K	Buy	1,600 +4	+0.3%	+$105	0.02%	269
2017 Q4	$42K	Buy	1,596 +4	+0.3%	+$104	0.01%	265
2017 Q3	$42K	Buy	1,592 +2	+0.1%	+$58	0.01%	263
2017 Q2	$49K	Buy	1,590 +4	+0.3%	+$105	0.02%	243
2017 Q1	$37K	Buy	1,586 +4	+0.3%	+$89	0.01%	268
2016 Q4	$36K	Buy	1,582 +3	+0.2%	+$69	0.02%	275
2016 Q3	$37K	Buy	1,579 +4	+0.3%	+$94	0.02%	254
2016 Q2	$36K	Buy	1,575 +3	+0.2%	+$67	0.02%	258
2016 Q1	$42K	Buy	1,572 +1,172	+293%	+$36.8K	0.02%	244
2015 Q4	$13K	Hold	400	–	–	0.01%	345
2015 Q3	$14K	Buy	+400	New	+$13.5K	0.01%	337

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

Valley National Advisers's HRB Position: Q2 2026 in Review

Valley National Advisers held its H&R Block (HRB) position steady in Q2 2026 at 800 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Valley National Advisers first reported a position in HRB in Q3 2015 and has held it in 43 quarters since. The position peaked at $50K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Valley National Advisers held 800 shares of H&R Block worth $30.5K as of Q2 2026.
Valley National Advisers left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #463 holding.
Valley National Advisers first reported a position in H&R Block in Q3 2015 and has held it in 43 quarters since.
Valley National Advisers's H&R Block position peaked at $50K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.