Vest Financial’s H&R Block HRB Stock Holding History

Vest Financial’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	$3.18M	Buy	83,580 +21,508	+35%	+$749K	0.03%	300
2026 Q1	$1.97M	Buy	62,072 +5,392	+10%	+$188K	0.02%	320
2025 Q4	$2.47M	Buy	56,680 +5,788	+11%	+$271K	0.03%	307
2025 Q3	$2.57M	Buy	50,892 +15,851	+45%	+$838K	0.03%	282
2025 Q2	$1.92M	Buy	35,041 +7,159	+26%	+$413K	0.03%	281
2025 Q1	$1.53M	Buy	+27,882	New	+$1.49M	0.02%	278

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

Vest Financial's HRB Position: Q2 2026 in Review

Vest Financial increased its H&R Block (HRB) stake by 35% in Q2 2026, buying an estimated $749K and bringing the position to 83,580 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #300.

Vest Financial first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Vest Financial held 83,580 shares of H&R Block worth $3.18M as of Q2 2026.
Vest Financial bought 21,508 H&R Block shares in Q2 2026, an estimated $749K.
H&R Block made up 0.03% of Vest Financial's portfolio in Q2 2026, its #300 holding.
Vest Financial first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.