Affinity Capital Advisors’s H&R Block HRB Stock Holding History

Affinity Capital Advisors’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	$474K	Buy	12,094 +4,666	+63%	+$163K	0.06%	118
2026 Q1	$236K	Buy	7,428 +2,728	+58%	+$95.1K	0.03%	163
2025 Q4	$205K	Hold	4,700	–	–	0.03%	171
2025 Q3	$240K	Sell	4,700 -800	-15%	-$42.3K	0.04%	139
2025 Q2	$302K	Hold	5,500	–	–	0.05%	129
2025 Q1	$325K	Sell	5,500 -55	-1%	-$2.94K	0.06%	115
2024 Q4	$298K	Hold	5,555	–	–	0.06%	118
2024 Q3	$353K	Buy	5,555 +500	+10%	+$29.8K	0.07%	112
2024 Q2	$274K	Hold	5,055	–	–	0.06%	124
2024 Q1	$248K	Hold	5,055	–	–	0.06%	132
2023 Q4	$245K	Buy	5,055 +55	+1%	+$2.45K	0.06%	120
2023 Q3	$215K	Buy	+5,000	New	+$185K	0.06%	122
2022 Q4	–	Sell	-5,000	Closed	-$213K	–	112
2022 Q3	$213K	Buy	+5,000	New	+$212K	0.07%	95

Other funds holding HRB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Affinity Capital Advisors's HRB Position: Q2 2026 in Review

Affinity Capital Advisors increased its H&R Block (HRB) stake by 63% in Q2 2026, buying an estimated $163K and bringing the position to 12,094 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #118.

Affinity Capital Advisors first reported a position in HRB in Q3 2022 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Affinity Capital Advisors held 12,094 shares of H&R Block worth $474K as of Q2 2026.
Affinity Capital Advisors bought 4,666 H&R Block shares in Q2 2026, an estimated $163K.
H&R Block made up 0.06% of Affinity Capital Advisors's portfolio in Q2 2026, its #118 holding.
Affinity Capital Advisors first reported a position in H&R Block in Q3 2022 and has held it in 13 quarters since.
65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.