Rothwell Investment Advisors, LLC’s H&R Block HRB Stock Holding History

Rothwell Investment Advisors, 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	$258K	Buy	+6,314	New	+$287K	0.14%	144

Other funds holding HRB

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

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

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HRB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in H&R Block (HRB) in Q3 2026: 6,314 shares worth $258K. The stake represents 0.14% of the portfolio and ranks #144 among its holdings.

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

Rothwell Investment Advisors, LLC held 6,314 shares of H&R Block worth $258K as of Q3 2026.
H&R Block was a new Rothwell Investment Advisors, LLC position in Q3 2026.
H&R Block made up 0.14% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #144 holding.
270 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.