CFFP
HRB icon

Center for Financial Planning’s H&R Block HRB Stock Holding History

Center for Financial Planning’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 		$87.7K Hold
2,303
– – 0.01% 259
2026
Q1 		$73.1K Hold
2,303
– – 0.01% 265
2025
Q4 		$100K Hold
2,303
– – 0.01% 227
2025
Q3 		$116K Hold
2,303
– – 0.01% 214
2025
Q2 		$126K Hold
2,303
– – 0.01% 196
2025
Q1 		$126K Hold
2,303
– – 0.02% 180
2024
Q4 		$122K Hold
2,303
– – 0.02% 183
2024
Q3 		$146K Hold
2,303
– – 0.02% 161
2024
Q2 		$125K Hold
2,303
– – 0.02% 166
2024
Q1 		$113K Hold
2,303
– – 0.02% 174
2023
Q4 		$111K Hold
2,303
– – 0.02% 167
2023
Q3 		$99.2K Hold
2,303
– – 0.02% 171
2023
Q2 		$73.4K Hold
2,303
– – 0.02% 192
2023
Q1 		$81.2K Hold
2,303
– – 0.02% 178
2022
Q4 		$84.1K Hold
2,303
– – 0.02% 176
2022
Q3 		$98K Buy
+2,303
New +$97.5K 0.03% 158

Other funds holding HRB

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Center for Financial Planning's HRB Position: Q2 2026 in Review

Center for Financial Planning held its H&R Block (HRB) position steady in Q2 2026 at 2,303 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #259.

Center for Financial Planning first reported a position in HRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $146K in Q3 2024. 117 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Center for Financial Planning held 2,303 shares of H&R Block worth $87.7K as of Q2 2026.
  • Center for Financial Planning left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #259 holding.
  • Center for Financial Planning first reported a position in H&R Block in Q3 2022 and has held it in 16 quarters since.
  • Center for Financial Planning's H&R Block position peaked at $146K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.