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Basepoint Wealth’s H&R Block HRB Stock Holding History

Basepoint 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 		$8.02K Buy
211
+3
+1% +$105 ﹤0.01% 430
2026
Q1 		$6.6K Buy
208
+3
+1% +$105 ﹤0.01% 454
2025
Q4 		$8.97K Buy
+205
New +$9.58K 0.01% 406

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

Basepoint Wealth's HRB Position: Q2 2026 in Review

Basepoint Wealth increased its H&R Block (HRB) stake by 1.4% in Q2 2026, buying an estimated $105 and bringing the position to 211 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Basepoint Wealth first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.97K in Q4 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Basepoint Wealth held 211 shares of H&R Block worth $8.02K as of Q2 2026.
  • Basepoint Wealth bought 3 H&R Block shares in Q2 2026, an estimated $105.
  • H&R Block made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #430 holding.
  • Basepoint Wealth first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's H&R Block position peaked at $8.97K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.