APW
HRB icon

Aventura Private Wealth’s H&R Block HRB Stock Holding History

Aventura Private Wealth’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 		$990 Hold
26
– – ﹤0.01% 891
2026
Q1 		$825 Hold
26
– – ﹤0.01% 814
2025
Q4 		$1.13K Hold
26
– – ﹤0.01% 736
2025
Q3 		$1.31K Hold
26
– – ﹤0.01% 710
2025
Q2 		$1.43K Sell
26
-24
-48% -$1.39K ﹤0.01% 658
2025
Q1 		$2.75K Hold
50
– – ﹤0.01% 579
2024
Q4 		$2.64K Buy
+50
New +$2.94K ﹤0.01% 557

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's HRB Position: Q2 2026 in Review

Aventura Private Wealth held its H&R Block (HRB) position steady in Q2 2026 at 26 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Aventura Private Wealth first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Aventura Private Wealth held 26 shares of H&R Block worth $990 as of Q2 2026.
  • Aventura Private Wealth left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #891 holding.
  • Aventura Private Wealth first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's H&R Block position peaked at $2.75K in Q1 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.