Barnes Dennig Private Wealth Management’s H&R Block HRB Stock Holding History

Barnes Dennig Private Wealth Management’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	$1.49K	Buy	+39	New	+$1.36K	﹤0.01%	310

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

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Barnes Dennig Private Wealth Management's HRB Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 39 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings.

60 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Barnes Dennig Private Wealth Management held 39 shares of H&R Block worth $1.49K as of Q2 2026.
H&R Block was a new Barnes Dennig Private Wealth Management position in Q2 2026.
H&R Block made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #310 holding.
60 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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