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

Carolina 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 		$2.23M Buy
58,629
+7,326
+14% +$255K 0.88% 40
2026
Q1 		$1.63M Buy
51,303
+50,152
+4,357% +$1.75M 0.68% 54
2025
Q4 		$50.2K Buy
1,151
+15
+1% +$701 0.02% 122
2025
Q3 		$57.4K Buy
+1,136
New +$60K 0.02% 104
2022
Q3 		– Sell
-150,468
Closed -$5.32M – 258
2022
Q2 		$5.32M Sell
150,468
-750
-0.5% -$23.2K 3.51% 5
2022
Q1 		$3.94M Buy
151,218
+3,270
+2% +$79.4K 2.49% 16
2021
Q4 		$3.49M Buy
147,948
+8,931
+6% +$217K 1.97% 22
2021
Q3 		$3.48M Sell
139,017
-5,347
-4% -$133K 2.3% 19
2021
Q2 		$3.39M Buy
144,364
+4,766
+3% +$113K 2.28% 20
2021
Q1 		$3.04M Sell
139,598
-4,045
-3% -$76.4K 2.22% 24
2020
Q4 		$2.28M Sell
143,643
-12,614
-8% -$218K 1.83% 25
2020
Q3 		$2.54M Buy
156,257
+158
+0.1% +$2.32K 2.24% 17
2020
Q2 		$2.23M Buy
156,099
+2,865
+2% +$45.3K 2.16% 22
2020
Q1 		$2.16M Buy
153,234
+145,383
+1,852% +$3.04M 2.49% 20
2019
Q4 		$184K Buy
+7,851
New +$189K 0.17% 51

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Carolina Wealth Advisors increased its H&R Block (HRB) stake by 14% in Q2 2026, buying an estimated $255K and bringing the position to 58,629 shares worth $2.23M. The position accounts for 0.88% of the portfolio, ranked #40.

Carolina Wealth Advisors first reported a position in HRB in Q4 2019 and has held it in 15 quarters since. The position peaked at $5.32M in Q2 2022. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Carolina Wealth Advisors held 58,629 shares of H&R Block worth $2.23M as of Q2 2026.
  • Carolina Wealth Advisors bought 7,326 H&R Block shares in Q2 2026, an estimated $255K.
  • H&R Block made up 0.88% of Carolina Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Carolina Wealth Advisors first reported a position in H&R Block in Q4 2019 and has held it in 15 quarters since.
  • Carolina Wealth Advisors's H&R Block position peaked at $5.32M in Q2 2022.
  • 65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.