1620 Investment Advisors’s H&R Block HRB Stock Holding History

1620 Investment Advisors’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	$154K	Sell	4,053 -106	-3%	-$3.69K	0.1%	210
2026 Q1	$132K	Buy	4,159 +350	+9%	+$12.2K	0.09%	203
2025 Q4	$166K	Sell	3,809 -177	-4%	-$8.27K	0.11%	176
2025 Q3	$202K	Sell	3,986 -140	-3%	-$7.4K	0.14%	148
2025 Q2	$227K	Buy	4,126 +105	+3%	+$6.06K	0.16%	140
2025 Q1	$221K	Sell	4,021 -377	-9%	-$20.2K	0.17%	138
2024 Q4	$232K	Sell	4,398 -106	-2%	-$6.23K	0.18%	142
2024 Q3	$286K	Sell	4,504 -3,921	-47%	-$234K	0.21%	134
2024 Q2	$457K	Hold	8,425	–	–	0.35%	83
2024 Q1	$414K	Sell	8,425 -1,292	-13%	-$61.4K	0.42%	81
2023 Q4	$470K	Buy	+9,717	New	+$433K	0.51%	67
2023 Q3	–	Sell	-10,239	Closed	-$326K	–	152
2023 Q2	$326K	Buy	+10,239	New	+$331K	0.35%	95
2023 Q1	–	Sell	-10,199	Closed	-$372K	–	135
2022 Q4	$372K	Sell	10,199 -12	-0.1%	-$488	0.45%	77
2022 Q3	$434K	Sell	10,211 -1,053	-9%	-$44.6K	0.64%	55
2022 Q2	$398K	Buy	11,264 +926	+9%	+$28.6K	0.55%	68
2022 Q1	$244K	Hold	10,338	–	–	0.27%	108
2021 Q4	$244K	Buy	+10,338	New	+$251K	0.27%	104

Other funds holding HRB

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

1620 Investment Advisors's HRB Position: Q2 2026 in Review

1620 Investment Advisors reduced its H&R Block (HRB) stake by 2.5% in Q2 2026, selling an estimated $3.69K and leaving 4,053 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #210.

1620 Investment Advisors first reported a position in HRB in Q4 2021 and has held it in 17 quarters since. The position peaked at $470K in Q4 2023. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

1620 Investment Advisors held 4,053 shares of H&R Block worth $154K as of Q2 2026.
1620 Investment Advisors sold 106 H&R Block shares in Q2 2026, an estimated $3.69K.
H&R Block made up 0.1% of 1620 Investment Advisors's portfolio in Q2 2026, its #210 holding.
1620 Investment Advisors first reported a position in H&R Block in Q4 2021 and has held it in 17 quarters since.
1620 Investment Advisors's H&R Block position peaked at $470K in Q4 2023.
65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.