AF
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Advisornet Financial’s H&R Block HRB Stock Holding History

Advisornet Financial’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 		$8.68K Buy
228
+4
+2% +$139 ﹤0.01% 1634
2026
Q1 		$7.11K Buy
224
+217
+3,100% +$7.56K ﹤0.01% 1644
2025
Q4 		$305 Buy
7
+3
+75% +$140 ﹤0.01% 2137
2025
Q3 		$202 Sell
4
-6
-60% -$317 ﹤0.01% 2158
2025
Q2 		$549 Sell
10
-207
-95% -$12K ﹤0.01% 2046
2025
Q1 		$11.9K Sell
217
-8
-4% -$428 ﹤0.01% 1355
2024
Q4 		$11.9K Buy
225
+9
+4% +$529 ﹤0.01% 1285
2024
Q3 		$13.7K Buy
216
+76
+54% +$4.53K ﹤0.01% 1328
2024
Q2 		$7.59K Buy
140
+125
+833% +$6.22K ﹤0.01% 1382
2024
Q1 		$737 Sell
15
-25
-63% -$1.19K ﹤0.01% 1842
2023
Q4 		$1.94K Buy
40
+5
+14% +$223 ﹤0.01% 1720
2023
Q3 		$1.51K Buy
35
+4
+13% +$148 ﹤0.01% 1716
2023
Q2 		$988 Buy
31
+28
+933% +$904 ﹤0.01% 1885
2023
Q1 		$106 Sell
3
-28
-90% -$1.04K ﹤0.01% 2308
2022
Q4 		$1.13K Buy
+31
New +$1.26K ﹤0.01% 1800
2022
Q2 		– Sell
-17,041
Closed -$526K – 1986
2022
Q1 		$444K Buy
17,041
+4,280
+34% +$104K 0.03% 387
2021
Q4 		$301K Sell
12,761
-214
-2% -$5.19K 0.02% 504
2021
Q3 		$324K Buy
12,975
+825
+7% +$20.6K 0.02% 448
2021
Q2 		$285K Buy
12,150
+7,210
+146% +$171K 0.02% 503
2021
Q1 		$108K Buy
4,940
+2,720
+123% +$51.4K 0.01% 727
2020
Q4 		$35K Hold
2,220
– – ﹤0.01% 973
2020
Q3 		$36K Hold
2,220
– – ﹤0.01% 941
2020
Q2 		$32K Hold
2,220
– – ﹤0.01% 975
2020
Q1 		$31K Hold
2,220
– – ﹤0.01% 946
2019
Q4 		$52K Buy
2,220
+1,392
+168% +$33.4K ﹤0.01% 881
2019
Q3 		$20K Buy
+828
New +$21.9K ﹤0.01% 1185

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

Advisornet Financial's HRB Position: Q2 2026 in Review

Advisornet Financial increased its H&R Block (HRB) stake by 1.8% in Q2 2026, buying an estimated $139 and bringing the position to 228 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Advisornet Financial first reported a position in HRB in Q3 2019 and has held it in 26 quarters since. The position peaked at $444K in Q1 2022. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Advisornet Financial held 228 shares of H&R Block worth $8.68K as of Q2 2026.
  • Advisornet Financial bought 4 H&R Block shares in Q2 2026, an estimated $139.
  • H&R Block made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1634 holding.
  • Advisornet Financial first reported a position in H&R Block in Q3 2019 and has held it in 26 quarters since.
  • Advisornet Financial's H&R Block position peaked at $444K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.