Y-Intercept (HK)’s H&R Block HRB Stock Holding History

Y-Intercept (HK)’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	$1.94M	Buy	50,890 +2,909	+6%	+$101K	0.04%	728
2026 Q1	$1.52M	Buy	+47,981	New	+$1.67M	0.03%	845
2025 Q4	–	Sell	-45,902	Closed	-$2.32M	–	1729
2025 Q3	$2.32M	Sell	45,902 -44,733	-49%	-$2.36M	0.06%	528
2025 Q2	$4.97M	Buy	90,635 +71,316	+369%	+$4.12M	0.12%	222
2025 Q1	$1.06M	Buy	+19,319	New	+$1.03M	0.07%	387
2024 Q2	–	Sell	-12,788	Closed	-$628K	–	1606
2024 Q1	$628K	Buy	+12,788	New	+$608K	0.05%	599
2022 Q4	–	Sell	-12,944	Closed	-$551K	–	1145
2022 Q3	$551K	Buy	+12,944	New	+$548K	0.06%	496
2022 Q2	–	Sell	-13,970	Closed	-$364K	–	999
2022 Q1	$364K	Buy	+13,970	New	+$339K	0.08%	389
2021 Q3	–	Sell	-11,454	Closed	-$269K	–	758
2021 Q2	$269K	Buy	+11,454	New	+$271K	0.07%	441

Other funds holding HRB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Y-Intercept (HK)'s HRB Position: Q2 2026 in Review

Y-Intercept (HK) increased its H&R Block (HRB) stake by 6.1% in Q2 2026, buying an estimated $101K and bringing the position to 50,890 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #728.

Y-Intercept (HK) first reported a position in HRB in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.97M in Q2 2025. 97 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Y-Intercept (HK) held 50,890 shares of H&R Block worth $1.94M as of Q2 2026.
Y-Intercept (HK) bought 2,909 H&R Block shares in Q2 2026, an estimated $101K.
H&R Block made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #728 holding.
Y-Intercept (HK) first reported a position in H&R Block in Q2 2021 and has held it in 9 quarters since.
Y-Intercept (HK)'s H&R Block position peaked at $4.97M in Q2 2025.
97 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.