BJL
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Brighton Jones LLC’s H&R Block HRB Stock Holding History

Brighton Jones 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 		$852K Buy
+22,367
New +$779K 0.02% 569
2025
Q4 		– Sell
-4,685
Closed -$237K – 442
2025
Q3 		$237K Buy
+4,685
New +$248K 0.01% 900

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Brighton Jones LLC's HRB Position: Q2 2026 in Review

Brighton Jones LLC opened a new position in H&R Block (HRB) in Q2 2026: 22,367 shares worth $852K. The stake represents 0.02% of the portfolio and ranks #569 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in HRB as recently as Q3 2025.

Brighton Jones LLC first reported a position in HRB in Q3 2025 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Brighton Jones LLC held 22,367 shares of H&R Block worth $852K as of Q2 2026.
  • H&R Block was a new Brighton Jones LLC position in Q2 2026.
  • H&R Block made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #569 holding.
  • Brighton Jones LLC first reported a position in H&R Block in Q3 2025 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.