Action Point Financial Planning’s H&R Block HRB Stock Holding History

Action Point Financial Planning’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	$3.2K	Buy	+85	New	+$2.96K	﹤0.01%	2024

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Action Point Financial Planning's HRB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in H&R Block (HRB) in Q2 2026: 85 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings.

535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Action Point Financial Planning held 85 shares of H&R Block worth $3.2K as of Q2 2026.
H&R Block was a new Action Point Financial Planning position in Q2 2026.
H&R Block made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2024 holding.
535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.