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WealthCollab’s H&R Block HRB Stock Holding History

WealthCollab’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 		$7.49K Sell
236
-71
-23% -$2.47K ﹤0.01% 606
2025
Q4 		$13.4K Buy
307
+207
+207% +$9.68K 0.01% 480
2025
Q3 		$5.06K Buy
100
+22
+28% +$1.16K ﹤0.01% 673
2025
Q2 		$4.28K Hold
78
– – ﹤0.01% 668
2025
Q1 		$4.28K Hold
78
– – ﹤0.01% 650
2024
Q4 		$4.12K Hold
78
– – ﹤0.01% 631
2024
Q3 		$4.96K Hold
78
– – ﹤0.01% 612
2024
Q2 		$4.23K Hold
78
– – ﹤0.01% 627
2024
Q1 		$3.83K Hold
78
– – ﹤0.01% 651
2023
Q4 		$3.77K Buy
+78
New +$3.48K ﹤0.01% 631

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

WealthCollab's HRB Position: Q1 2026 in Review

WealthCollab reduced its H&R Block (HRB) stake by 23% in Q1 2026, selling an estimated $2.47K and leaving 236 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

WealthCollab first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4K in Q4 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • WealthCollab held 236 shares of H&R Block worth $7.49K as of Q1 2026.
  • WealthCollab sold 71 H&R Block shares in Q1 2026, an estimated $2.47K.
  • H&R Block made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #606 holding.
  • WealthCollab first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's H&R Block position peaked at $13.4K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.