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Bell Investment Advisors’s H&R Block HRB Stock Holding History

Bell Investment 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 		$11.5K Buy
302
+70
+30% +$2.44K ﹤0.01% 666
2026
Q1 		$7.36K Buy
232
+93
+67% +$3.24K ﹤0.01% 809
2025
Q4 		$6.06K Sell
139
-8
-5% -$374 ﹤0.01% 899
2025
Q3 		$7.43K Sell
147
-33
-18% -$1.74K ﹤0.01% 751
2025
Q2 		$9.88K Hold
180
– – ﹤0.01% 679
2025
Q1 		$9.88K Buy
180
+9
+5% +$481 ﹤0.01% 611
2024
Q4 		$9.04K Sell
171
-7
-4% -$411 ﹤0.01% 644
2024
Q3 		$11.3K Hold
178
– – ﹤0.01% 569
2024
Q2 		$9.65K Buy
178
+1
+0.6% +$50 ﹤0.01% 625
2024
Q1 		$8.69K Buy
177
+17
+11% +$808 ﹤0.01% 650
2023
Q4 		$7.74K Buy
160
+6
+4% +$267 ﹤0.01% 657
2023
Q3 		$6.63K Sell
154
-29
-16% -$1.07K ﹤0.01% 670
2023
Q2 		$5.83K Buy
183
+38
+26% +$1.23K ﹤0.01% 738
2023
Q1 		$5.11K Buy
145
+48
+49% +$1.77K ﹤0.01% 781
2022
Q4 		$3.54K Sell
97
-11
-10% -$447 ﹤0.01% 987
2022
Q3 		$5K Buy
108
+9
+9% +$381 ﹤0.01% 680
2022
Q2 		$3K Buy
+99
New +$3.06K ﹤0.01% 952
2021
Q4 		$0 Sell
21
-235
-92% -$5.7K ﹤0.01% 1858
2021
Q3 		$6K Buy
+256
New +$6.38K ﹤0.01% 634

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

Bell Investment Advisors's HRB Position: Q2 2026 in Review

Bell Investment Advisors increased its H&R Block (HRB) stake by 30% in Q2 2026, buying an estimated $2.44K and bringing the position to 302 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Bell Investment Advisors first reported a position in HRB in Q3 2021 and has held it in 19 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Bell Investment Advisors held 302 shares of H&R Block worth $11.5K as of Q2 2026.
  • Bell Investment Advisors bought 70 H&R Block shares in Q2 2026, an estimated $2.44K.
  • H&R Block made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #666 holding.
  • Bell Investment Advisors first reported a position in H&R Block in Q3 2021 and has held it in 19 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.