Superior Planning, LLC’s H&R Block HRB Stock Holding History

Superior Planning, LLC’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	$1.14K	Buy	+28	New	+$1.27K	﹤0.01%	1723

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Superior Planning, LLC's HRB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in H&R Block (HRB) in Q3 2026: 28 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings.

393 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Superior Planning, LLC held 28 shares of H&R Block worth $1.14K as of Q3 2026.
H&R Block was a new Superior Planning, LLC position in Q3 2026.
H&R Block made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1723 holding.
393 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.