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 Q3	$532K	Sell	12,086 -8	-0.1%	-$364	0.06%	115
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

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Affinity Capital Advisors's HRB Position: Q3 2026 in Review

Affinity Capital Advisors reduced its H&R Block (HRB) stake by 0.07% in Q3 2026, selling an estimated $364 and leaving 12,086 shares worth $532K. The position accounts for 0.06% of the portfolio, ranked #115.

Affinity Capital Advisors first reported a position in HRB in Q3 2022 and has held it in 14 quarters since. 139 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Affinity Capital Advisors held 12,086 shares of H&R Block worth $532K as of Q3 2026.
Affinity Capital Advisors sold 8 H&R Block shares in Q3 2026, an estimated $364.
H&R Block made up 0.06% of Affinity Capital Advisors's portfolio in Q3 2026, its #115 holding.
Affinity Capital Advisors first reported a position in H&R Block in Q3 2022 and has held it in 14 quarters since.
139 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.