AWP
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Abacus Wealth Partners’s H&R Block HRB Stock Holding History

Abacus Wealth Partners’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 		$503K Buy
13,220
+446
+3% +$15.5K 0.05% 147
2026
Q1 		$405K Buy
+12,774
New +$445K 0.04% 267

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Abacus Wealth Partners's HRB Position: Q2 2026 in Review

Abacus Wealth Partners increased its H&R Block (HRB) stake by 3.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 13,220 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #147.

Abacus Wealth Partners first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Abacus Wealth Partners held 13,220 shares of H&R Block worth $503K as of Q2 2026.
  • Abacus Wealth Partners bought 446 H&R Block shares in Q2 2026, an estimated $15.5K.
  • H&R Block made up 0.05% of Abacus Wealth Partners's portfolio in Q2 2026, its #147 holding.
  • Abacus Wealth Partners first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.