AF
HRB icon

Allworth Financial’s H&R Block HRB Stock Holding History

Allworth 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 		$540K Buy
14,168
+7,410
+110% +$258K ﹤0.01% 953
2026
Q1 		$214K Buy
6,758
+979
+17% +$34.1K ﹤0.01% 1362
2025
Q4 		$252K Sell
5,779
-46
-0.8% -$2.15K ﹤0.01% 1223
2025
Q3 		$295K Buy
5,825
+846
+17% +$44.7K ﹤0.01% 1104
2025
Q2 		$273K Buy
4,979
+1,957
+65% +$113K ﹤0.01% 1053
2025
Q1 		$178K Sell
3,022
-946
-24% -$50.6K ﹤0.01% 990
2024
Q4 		$211K Buy
3,968
+2,322
+141% +$136K ﹤0.01% 929
2024
Q3 		$105K Sell
1,646
-829
-33% -$49.4K ﹤0.01% 1067
2024
Q2 		$138K Sell
2,475
-48
-2% -$2.39K ﹤0.01% 946
2024
Q1 		$124K Buy
2,523
+292
+13% +$13.9K ﹤0.01% 945
2023
Q4 		$108K Sell
2,231
-7,992
-78% -$356K ﹤0.01% 915
2023
Q3 		$440K Buy
10,223
+57
+0.6% +$2.1K ﹤0.01% 516
2023
Q2 		$324K Buy
10,166
+372
+4% +$12K ﹤0.01% 591
2023
Q1 		$345K Sell
9,794
-2
-0% -$74 ﹤0.01% 545
2022
Q4 		$358K Sell
9,796
-4,791
-33% -$195K ﹤0.01% 529
2022
Q3 		$621K Buy
14,587
+3,711
+34% +$157K 0.01% 387
2022
Q2 		$384K Buy
10,876
+16
+0.1% +$494 0.01% 450
2022
Q1 		$283K Hold
10,860
– – ﹤0.01% 491
2021
Q4 		$256K Buy
10,860
+115
+1% +$2.79K ﹤0.01% 480
2021
Q3 		$269K Buy
10,745
+121
+1% +$3.01K ﹤0.01% 419
2021
Q2 		$249K Buy
+10,624
New +$251K ﹤0.01% 340

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

Allworth Financial's HRB Position: Q2 2026 in Review

Allworth Financial increased its H&R Block (HRB) stake by 110% in Q2 2026, buying an estimated $258K and bringing the position to 14,168 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Allworth Financial first reported a position in HRB in Q2 2021 and has held it in 21 quarters since. The position peaked at $621K in Q3 2022. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Allworth Financial held 14,168 shares of H&R Block worth $540K as of Q2 2026.
  • Allworth Financial bought 7,410 H&R Block shares in Q2 2026, an estimated $258K.
  • H&R Block made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #953 holding.
  • Allworth Financial first reported a position in H&R Block in Q2 2021 and has held it in 21 quarters since.
  • Allworth Financial's H&R Block position peaked at $621K in Q3 2022.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.