H&R Block (HRB)Fuller & Thaler Asset Management, Inc. reduced its stake -4.29M shares

4.28M

Shares reported · -4.29M vs prior quarter

0.46%

Disclosed portfolio weight

$136M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 6, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 11, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Aug 12, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for H&R Block

For H&R Block, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HRB page.

How this filing works

• SEC Form 13F

Other disclosures at H&R Block

• SEC Form 4Oct 2, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 4, 2026

Everything OQRO holds on this company is on its HRB page.