Cedar Mountain Advisors’s H&R Block HRB Stock Holding History

Cedar Mountain 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	$4.61K	Hold	121	–	–	﹤0.01%	715
2026 Q1	$3.84K	Buy	+121	New	+$4.22K	﹤0.01%	725

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cedar Mountain Advisors's HRB Position: Q2 2026 in Review

Cedar Mountain Advisors held its H&R Block (HRB) position steady in Q2 2026 at 121 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Cedar Mountain Advisors first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Cedar Mountain Advisors held 121 shares of H&R Block worth $4.61K as of Q2 2026.
Cedar Mountain Advisors left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #715 holding.
Cedar Mountain Advisors first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.