WT
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Whittier Trust’s H&R Block HRB Stock Holding History

Whittier Trust’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
-60
Closed -$1.96K – 1381
2026
Q1 		$1.96K Sell
60
-86
-59% -$3K ﹤0.01% 1276
2025
Q4 		$6.35K Sell
146
-168
-54% -$7.85K ﹤0.01% 1201
2025
Q3 		$16.3K Buy
314
+168
+115% +$8.88K ﹤0.01% 1035
2025
Q2 		$8.01K Sell
146
-146
-50% -$8.43K ﹤0.01% 1270
2025
Q1 		$16K Hold
292
– – ﹤0.01% 1145
2024
Q4 		$15.4K Hold
292
– – ﹤0.01% 1172
2024
Q3 		$18.6K Hold
292
– – ﹤0.01% 1124
2024
Q2 		$15.8K Buy
+292
New +$14.5K ﹤0.01% 1151
2023
Q4 		– Sell
-10
Closed -$430 – 1579
2023
Q3 		$430 Buy
+10
New +$369 ﹤0.01% 1588
2019
Q2 		– Sell
-21
Closed -$1K – 1410
2019
Q1 		$1K Buy
+21
New +$516 ﹤0.01% 1283

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

Whittier Trust's HRB Position: Q2 2026 in Review

Whittier Trust sold out of H&R Block (HRB) in Q2 2026, closing a stake of 60 shares — an estimated $1.96K sold.

Whittier Trust first reported a position in HRB in Q1 2019 and held it in 10 quarters. The position peaked at $18.6K in Q3 2024. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Whittier Trust reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 60 H&R Block shares in Q2 2026, an estimated $1.96K.
  • Whittier Trust first reported a position in H&R Block in Q1 2019 and held it in 10 quarters.
  • Whittier Trust's H&R Block position peaked at $18.6K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.