Applied Capital LLC’s H&R Block HRB Stock Holding History

Applied Capital LLC’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	$438K	Buy	+10,712	New	+$488K	0.17%	82

Other funds holding HRB

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Applied Capital LLC's HRB Position: Q3 2026 in Review

Applied Capital LLC opened a new position in H&R Block (HRB) in Q3 2026: 10,712 shares worth $438K. The stake represents 0.17% of the portfolio and ranks #82 among its holdings.

19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Applied Capital LLC held 10,712 shares of H&R Block worth $438K as of Q3 2026.
H&R Block was a new Applied Capital LLC position in Q3 2026.
H&R Block made up 0.17% of Applied Capital LLC's portfolio in Q3 2026, its #82 holding.
19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.