Back to HRB
Kendall Capital Management → HRB
Kendall Capital Management HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$2.3M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $3.1M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 56.0K | — | — |
| Q2 2026 | $2M | 53.0K | — | — |
| Q1 2026 | $2.1M | 65.4K | — | — |
| Q4 2025 | $3.1M | 70.8K | — | — |
| Q3 2025 | $3.3M | 65.2K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M
Other Kendall Capital Management positions
TKPHF
$33.7MT. Rowe Price Small-Mid Cap ETF
TKPHF
$31.9MT. Rowe Price Small-Mid Cap ETF
JPM-PM
$29.5MJPMorgan International Research Enhanced Equity ETF
DELL
$29.4MDell Technologies Inc
JPM-PM
$28.9MJPMorgan International Research Enhanced Equity ETF
FIS
$27.4MFidelity Enhanced Mid Cap ETF
TKPHF
$27.2MT. Rowe Price Small-Mid Cap ETF
FIS
$27.1MFidelity Enhanced Mid Cap ETF