Vident Advisory’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.39M Sell
36,538
-7,838
-18% -$273K 0.01% 823
2026
Q1
$1.41M Buy
44,376
+9,779
+28% +$341K 0.01% 738
2025
Q4
$1.51M Buy
34,597
+2,081
+6% +$97.3K 0.01% 660
2025
Q3
$1.64M Buy
32,516
+9,179
+39% +$485K 0.02% 634
2025
Q2
$1.28M Buy
23,337
+3,198
+16% +$185K 0.01% 643
2025
Q1
$1.11M Buy
20,139
+45
+0.2% +$2.41K 0.02% 687
2024
Q4
$1.06M Buy
20,094
+14,819
+281% +$871K 0.02% 623
2024
Q3
$335K Sell
5,275
-12,386
-70% -$738K 0.01% 1098
2024
Q2
$958K Buy
17,661
+5,740
+48% +$286K 0.03% 609
2024
Q1
$585K Buy
11,921
+1,682
+16% +$79.9K 0.01% 763
2023
Q4
$495K Buy
+10,239
New +$456K 0.01% 779

Other funds holding HRB

Vident Advisory's HRB Position: Q2 2026 in Review

Vident Advisory reduced its H&R Block (HRB) stake by 18% in Q2 2026, selling an estimated $273K and leaving 36,538 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #823.

Vident Advisory first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Vident Advisory held 36,538 shares of H&R Block worth $1.39M as of Q2 2026.
  • Vident Advisory sold 7,838 H&R Block shares in Q2 2026, an estimated $273K.
  • H&R Block made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #823 holding.
  • Vident Advisory first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • Vident Advisory's H&R Block position peaked at $1.64M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.