Van Diest Capital’s H&R Block HRB Stock Holding History

Van Diest 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 Q2	–	Sell	-7,502	Closed	-$238K	–	194
2026 Q1	$238K	Buy	+7,502	New	+$261K	0.19%	149

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

Van Diest Capital's HRB Position: Q2 2026 in Review

Van Diest Capital sold out of H&R Block (HRB) in Q2 2026, closing a stake of 7,502 shares — an estimated $238K sold.

Van Diest Capital first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Van Diest Capital reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Van Diest Capital sold 7,502 H&R Block shares in Q2 2026, an estimated $238K.
Van Diest Capital first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Van Diest Capital's H&R Block position peaked at $238K in Q1 2026.
538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Van Diest Capital's 13F filing for Q2 2026, filed 4 Aug 2026.