BWA
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Basecamp Wealth Advisors’s H&R Block HRB Stock Holding History

Basecamp Wealth Advisors’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 		$13.7K Buy
359
+148
+70% +$5.16K ﹤0.01% 932
2026
Q1 		$6.7K Buy
211
+40
+23% +$1.39K ﹤0.01% 1124
2025
Q4 		$7.45K Buy
+171
New +$7.99K ﹤0.01% 1058

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

Basecamp Wealth Advisors's HRB Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its H&R Block (HRB) stake by 70% in Q2 2026, buying an estimated $5.16K and bringing the position to 359 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Basecamp Wealth Advisors first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Basecamp Wealth Advisors held 359 shares of H&R Block worth $13.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 148 H&R Block shares in Q2 2026, an estimated $5.16K.
  • H&R Block made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #932 holding.
  • Basecamp Wealth Advisors first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.