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Bogart Wealth LLC’s H&R Block HRB Stock Holding History

Bogart Wealth LLC’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 		$53.1K Buy
1,395
+84
+6% +$2.93K ﹤0.01% 524
2026
Q1 		$41.6K Buy
1,311
+445
+51% +$15.5K ﹤0.01% 540
2025
Q4 		$37.7K Sell
866
-20
-2% -$935 ﹤0.01% 542
2025
Q3 		$44.8K Buy
886
+20
+2% +$1.06K ﹤0.01% 485
2025
Q2 		$47.5K Buy
866
+200
+30% +$11.5K ﹤0.01% 457
2025
Q1 		$36.6K Buy
666
+200
+43% +$10.7K ﹤0.01% 474
2024
Q4 		$24.6K Hold
466
– – ﹤0.01% 546
2024
Q3 		$29.6K Buy
466
+400
+606% +$23.8K ﹤0.01% 489
2024
Q2 		$3.58K Hold
66
– – ﹤0.01% 849
2024
Q1 		$3.24K Hold
66
– – ﹤0.01% 842
2023
Q4 		$3.19K Buy
+66
New +$2.94K ﹤0.01% 832
2023
Q2 		– Sell
-1,000
Closed -$35.3K – 1082
2023
Q1 		$35.3K Hold
1,000
– – ﹤0.01% 378
2022
Q4 		$36.5K Hold
1,000
– – ﹤0.01% 346
2022
Q3 		$43K Hold
1,000
– – ﹤0.01% 317
2022
Q2 		$35K Hold
1,000
– – ﹤0.01% 343
2022
Q1 		$26K Hold
1,000
– – ﹤0.01% 349
2021
Q4 		$24K Sell
1,000
-620
-38% -$15K ﹤0.01% 343
2021
Q3 		$41K Hold
1,620
– – ﹤0.01% 266
2021
Q2 		$38K Buy
1,620
+1,000
+161% +$23.7K ﹤0.01% 263
2021
Q1 		$14K Hold
620
– – ﹤0.01% 367
2020
Q4 		$9K Buy
+620
New +$10.7K ﹤0.01% 335

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

Bogart Wealth LLC's HRB Position: Q2 2026 in Review

Bogart Wealth LLC increased its H&R Block (HRB) stake by 6.4% in Q2 2026, buying an estimated $2.93K and bringing the position to 1,395 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Bogart Wealth LLC first reported a position in HRB in Q4 2020 and has held it in 21 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Bogart Wealth LLC held 1,395 shares of H&R Block worth $53.1K as of Q2 2026.
  • Bogart Wealth LLC bought 84 H&R Block shares in Q2 2026, an estimated $2.93K.
  • H&R Block made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #524 holding.
  • Bogart Wealth LLC first reported a position in H&R Block in Q4 2020 and has held it in 21 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.