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 Q3	$3.97M	Buy	97,153 +46,263	+91%	+$2.11M	0.09%	316
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

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK)'s HRB Position: Q3 2026 in Review

Y-Intercept (HK) increased its H&R Block (HRB) stake by 91% in Q3 2026, buying an estimated $2.11M and bringing the position to 97,153 shares worth $3.97M. The position accounts for 0.09% of the portfolio, ranked #316.

Y-Intercept (HK) first reported a position in HRB in Q2 2021 and has held it in 10 quarters since. The position peaked at $4.97M in Q2 2025. 90 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Y-Intercept (HK) held 97,153 shares of H&R Block worth $3.97M as of Q3 2026.
Y-Intercept (HK) bought 46,263 H&R Block shares in Q3 2026, an estimated $2.11M.
H&R Block made up 0.09% of Y-Intercept (HK)'s portfolio in Q3 2026, its #316 holding.
Y-Intercept (HK) first reported a position in H&R Block in Q2 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s H&R Block position peaked at $4.97M in Q2 2025.
90 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.