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Xponance’s H&R Block HRB Stock Holding History

Xponance’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 		$647K Sell
16,994
-820
-5% -$28.6K ﹤0.01% 979
2026
Q1 		$565K Buy
17,814
+3,533
+25% +$123K ﹤0.01% 966
2025
Q4 		$622K Sell
14,281
-3,122
-18% -$146K ﹤0.01% 860
2025
Q3 		$880K Buy
17,403
+223
+1% +$11.8K 0.01% 753
2025
Q2 		$943K Sell
17,180
-870
-5% -$50.2K 0.01% 714
2025
Q1 		$991K Sell
18,050
-1,605
-8% -$85.8K 0.01% 695
2024
Q4 		$1.04M Buy
19,655
+784
+4% +$46.1K 0.01% 712
2024
Q3 		$1.2M Buy
18,871
+25
+0.1% +$1.49K 0.01% 655
2024
Q2 		$1.02M Sell
18,846
-9,396
-33% -$468K 0.01% 674
2024
Q1 		$1.39M Buy
28,242
+818
+3% +$38.9K 0.01% 631
2023
Q4 		$1.33M Sell
27,424
-2,312
-8% -$103K 0.02% 579
2023
Q3 		$1.28M Buy
29,736
+840
+3% +$31K 0.02% 578
2023
Q2 		$921K Sell
28,896
-4,020
-12% -$130K 0.01% 669
2023
Q1 		$1.16M Sell
32,916
-333
-1% -$12.3K 0.02% 604
2022
Q4 		$1.21M Buy
33,249
+1,381
+4% +$56.1K 0.02% 574
2022
Q3 		$1.36M Sell
31,868
-755
-2% -$31.9K 0.03% 498
2022
Q2 		$1.15M Buy
32,623
+670
+2% +$20.7K 0.02% 531
2022
Q1 		$832K Sell
31,953
-1,650
-5% -$40.1K 0.01% 669
2021
Q4 		$792K Sell
33,603
-1,170
-3% -$28.4K 0.01% 712
2021
Q3 		$869K Sell
34,773
-1,450
-4% -$36.1K 0.02% 624
2021
Q2 		$851K Buy
36,223
+3,542
+11% +$83.8K 0.02% 666
2021
Q1 		$712K Sell
32,681
-1,162
-3% -$22K 0.02% 617
2020
Q4 		$537K Sell
33,843
-326
-1% -$5.63K 0.01% 703
2020
Q3 		$557K Buy
34,169
+12,075
+55% +$178K 0.01% 599
2020
Q2 		$316K Buy
+22,094
New +$349K 0.01% 812

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

Xponance's HRB Position: Q2 2026 in Review

Xponance reduced its H&R Block (HRB) stake by 4.6% in Q2 2026, selling an estimated $28.6K and leaving 16,994 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Xponance first reported a position in HRB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.39M in Q1 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Xponance held 16,994 shares of H&R Block worth $647K as of Q2 2026.
  • Xponance sold 820 H&R Block shares in Q2 2026, an estimated $28.6K.
  • H&R Block made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #979 holding.
  • Xponance first reported a position in H&R Block in Q2 2020 and has held it in 25 quarters since.
  • Xponance's H&R Block position peaked at $1.39M in Q1 2024.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.