Armstrong Advisory Group’s H&R Block HRB Stock Holding History

Armstrong Advisory Group’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	$97.7K	Hold	2,566	–	–	0.01%	349
2026 Q1	$81.4K	Sell	2,566 -1,544	-38%	-$53.8K	0.01%	344
2025 Q4	$179K	Hold	4,110	–	–	0.01%	239
2025 Q3	$208K	Hold	4,110	–	–	0.01%	209
2025 Q2	$226K	Hold	4,110	–	–	0.02%	191
2025 Q1	$217K	Hold	4,110	–	–	0.02%	181
2024 Q4	$217K	Hold	4,110	–	–	0.02%	181
2024 Q3	$261K	Hold	4,110	–	–	0.02%	158
2024 Q2	$223K	Hold	4,110	–	–	0.02%	170
2024 Q1	$199K	Hold	4,110	–	–	0.02%	176
2023 Q4	$199K	Hold	4,110	–	–	0.02%	176
2023 Q3	$177K	Hold	4,110	–	–	0.02%	176
2023 Q2	$131K	Hold	4,110	–	–	0.01%	210
2023 Q1	$145K	Hold	4,110	–	–	0.02%	197
2022 Q4	$150K	Buy	+4,110	New	+$167K	0.02%	193

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

Armstrong Advisory Group's HRB Position: Q2 2026 in Review

Armstrong Advisory Group held its H&R Block (HRB) position steady in Q2 2026 at 2,566 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #349.

Armstrong Advisory Group first reported a position in HRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $261K in Q3 2024. 83 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Armstrong Advisory Group held 2,566 shares of H&R Block worth $97.7K as of Q2 2026.
Armstrong Advisory Group left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #349 holding.
Armstrong Advisory Group first reported a position in H&R Block in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's H&R Block position peaked at $261K in Q3 2024.
83 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.