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Vise Technologies’s H&R Block HRB Stock Holding History

Vise Technologies’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
Q1 		$329K Hold
7,548
– – 0.01% 1097
2025
Q4 		$329K Buy
7,548
+3,062
+68% +$143K 0.01% 1103
2025
Q3 		$227K Buy
4,486
+311
+7% +$16.4K 0.01% 1054
2025
Q2 		$229K Buy
+4,175
New +$241K 0.01% 945
2023
Q1 		– Sell
-8,453
Closed -$309K – 349
2022
Q4 		$309K Sell
8,453
-1,509
-15% -$61.3K 0.1% 228
2022
Q3 		$424K Sell
9,962
-2,028
-17% -$85.8K 0.16% 154
2022
Q2 		$423K Buy
+11,990
New +$370K 0.16% 150

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vise Technologies's HRB Position: Q1 2026 in Review

Vise Technologies held its H&R Block (HRB) position steady in Q1 2026 at 7,548 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1097.

Vise Technologies first reported a position in HRB in Q2 2022 and has held it in 7 quarters since. The position peaked at $424K in Q3 2022. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Vise Technologies held 7,548 shares of H&R Block worth $329K as of Q1 2026.
  • Vise Technologies left its H&R Block share count unchanged in Q1 2026.
  • H&R Block made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1097 holding.
  • Vise Technologies first reported a position in H&R Block in Q2 2022 and has held it in 7 quarters since.
  • Vise Technologies's H&R Block position peaked at $424K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.