AWM
HRB icon

Abound Wealth Management’s H&R Block HRB Stock Holding History

Abound Wealth Management’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 		$7.62K Hold
200
– – ﹤0.01% 525
2026
Q1 		$6.35K Sell
200
-416
-68% -$14.5K ﹤0.01% 678
2025
Q4 		$26.8K Buy
616
+416
+208% +$19.4K 0.01% 318
2025
Q3 		$10.1K Hold
200
– – ﹤0.01% 489
2025
Q2 		$11K Hold
200
– – ﹤0.01% 426
2025
Q1 		$11K Hold
200
– – ﹤0.01% 389
2024
Q4 		$10.6K Hold
200
– – ﹤0.01% 376
2024
Q3 		$12.7K Hold
200
– – ﹤0.01% 374
2024
Q2 		$10.8K Hold
200
– – ﹤0.01% 353
2024
Q1 		$9.82K Sell
200
-1
-0.5% -$48 ﹤0.01% 378
2023
Q4 		$9.71K Buy
201
+1
+0.5% +$45 ﹤0.01% 374
2023
Q3 		$8.61K Buy
200
+50
+33% +$1.85K ﹤0.01% 363
2023
Q2 		$4.78K Hold
150
– – ﹤0.01% 492
2023
Q1 		$5.29K Hold
150
– – ﹤0.01% 394
2022
Q4 		$5.48K Hold
150
– – ﹤0.01% 335
2022
Q3 		$6.38K Buy
+150
New +$6.35K ﹤0.01% 333

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

Abound Wealth Management's HRB Position: Q2 2026 in Review

Abound Wealth Management held its H&R Block (HRB) position steady in Q2 2026 at 200 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Abound Wealth Management first reported a position in HRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $26.8K in Q4 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Abound Wealth Management held 200 shares of H&R Block worth $7.62K as of Q2 2026.
  • Abound Wealth Management left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Abound Wealth Management first reported a position in H&R Block in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's H&R Block position peaked at $26.8K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.