CCWM
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Cassaday & Co Wealth Management’s H&R Block HRB Stock Holding History

Cassaday & Co Wealth Management’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 		$267 Sell
7
-73
-91% -$2.54K ﹤0.01% 1192
2026
Q1 		$2.54K Buy
+80
New +$2.79K ﹤0.01% 1044

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

Cassaday & Co Wealth Management's HRB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its H&R Block (HRB) stake by 91% in Q2 2026, selling an estimated $2.54K and leaving 7 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Cassaday & Co Wealth Management first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.54K in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cassaday & Co Wealth Management held 7 shares of H&R Block worth $267 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 73 H&R Block shares in Q2 2026, an estimated $2.54K.
  • H&R Block made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • Cassaday & Co Wealth Management first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's H&R Block position peaked at $2.54K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.