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Vermillion Wealth Management’s H&R Block HRB Stock Holding History

Vermillion Wealth 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
-1
Closed -$32 – 1943
2026
Q1 		$32 Buy
+1
New +$35 ﹤0.01% 1518
2025
Q4 		– Sell
-29
Closed -$1.47K – 660
2025
Q3 		$1.47K Buy
+29
New +$1.53K ﹤0.01% 1428

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vermillion Wealth Management's HRB Position: Q2 2026 in Review

Vermillion Wealth Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 1 share — an estimated $32 sold.

Vermillion Wealth Management first reported a position in HRB in Q3 2025 and held it in 2 quarters. The position peaked at $1.47K in Q3 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Vermillion Wealth Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 1 H&R Block share in Q2 2026, an estimated $32.
  • Vermillion Wealth Management first reported a position in H&R Block in Q3 2025 and held it in 2 quarters.
  • Vermillion Wealth Management's H&R Block position peaked at $1.47K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.