Yousif Capital Management’s H&R Block HRB Stock Holding History

Yousif Capital Management’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	$1.33M	Sell	34,992 -2,204	-6%	-$76.8K	0.01%	885
2026 Q1	$1.18M	Sell	37,196 -2,014	-5%	-$70.2K	0.01%	956
2025 Q4	$1.58M	Sell	39,210 -3,000	-7%	-$140K	0.02%	840
2025 Q3	$2.13M	Sell	42,210 -3,218	-7%	-$170K	0.02%	684
2025 Q2	$2.49M	Sell	45,428 -699	-2%	-$40.4K	0.03%	614
2025 Q1	$2.53M	Sell	46,127 -3,708	-7%	-$198K	0.03%	585
2024 Q4	$2.63M	Sell	49,835 -2,908	-6%	-$171K	0.03%	593
2024 Q3	$3.35M	Sell	52,743 -7,203	-12%	-$429K	0.04%	485
2024 Q2	$3.25M	Sell	59,946 -5,745	-9%	-$286K	0.04%	496
2024 Q1	$3.23M	Sell	65,691 -3,395	-5%	-$161K	0.04%	542
2023 Q4	$3.34M	Sell	69,086 -4,928	-7%	-$220K	0.04%	516
2023 Q3	$3.19M	Sell	74,014 -4,070	-5%	-$150K	0.04%	494
2023 Q2	$2.49M	Sell	78,084 -3,153	-4%	-$102K	0.03%	642
2023 Q1	$2.86M	Sell	81,237 -2,695	-3%	-$99.7K	0.04%	550
2022 Q4	$3.06M	Sell	83,932 -945	-1%	-$38.4K	0.04%	514
2022 Q3	$3.61M	Sell	84,877 -9,034	-10%	-$382K	0.05%	393
2022 Q2	$3.32M	Buy	93,911 +385	+0.4%	+$11.9K	0.04%	478
2022 Q1	$2.44M	Sell	93,526 -3,655	-4%	-$88.7K	0.03%	800
2021 Q4	$2.29M	Buy	+97,181	New	+$2.36M	0.02%	883

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

Yousif Capital Management's HRB Position: Q2 2026 in Review

Yousif Capital Management reduced its H&R Block (HRB) stake by 5.9% in Q2 2026, selling an estimated $76.8K and leaving 34,992 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #885.

Yousif Capital Management first reported a position in HRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.61M in Q3 2022. 100 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Yousif Capital Management held 34,992 shares of H&R Block worth $1.33M as of Q2 2026.
Yousif Capital Management sold 2,204 H&R Block shares in Q2 2026, an estimated $76.8K.
H&R Block made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #885 holding.
Yousif Capital Management first reported a position in H&R Block in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's H&R Block position peaked at $3.61M in Q3 2022.
100 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.