Cedar Mountain Advisors
HRB icon

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
Q3 		$4.94K Hold
121
– – ﹤0.01% 651
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

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Cedar Mountain Advisors's HRB Position: Q3 2026 in Review

Cedar Mountain Advisors held its H&R Block (HRB) position steady in Q3 2026 at 121 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Cedar Mountain Advisors first reported a position in HRB in Q1 2026 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Cedar Mountain Advisors held 121 shares of H&R Block worth $4.94K as of Q3 2026.
  • Cedar Mountain Advisors left its H&R Block share count unchanged in Q3 2026.
  • H&R Block made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #651 holding.
  • Cedar Mountain Advisors first reported a position in H&R Block in Q1 2026 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.