Cetera Investment Advisers
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Cetera Investment Advisers’s H&R Block HRB Stock Holding History

Cetera Investment Advisers’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 		$1.37M Buy
36,003
+9,102
+34% +$317K ﹤0.01% 2734
2026
Q1 		$854K Sell
26,901
-3,255
-11% -$113K ﹤0.01% 3040
2025
Q4 		$1.31M Sell
30,156
-5,351
-15% -$250K ﹤0.01% 2596
2025
Q3 		$1.8M Buy
35,507
+2,952
+9% +$156K ﹤0.01% 2270
2025
Q2 		$1.79M Sell
32,555
-19,977
-38% -$1.15M ﹤0.01% 1926
2025
Q1 		$2.88M Buy
52,532
+14,934
+40% +$798K 0.01% 1473
2024
Q4 		$1.99M Buy
37,598
+4,313
+13% +$253K ﹤0.01% 1667
2024
Q3 		$2.12M Buy
33,285
+2,970
+10% +$177K ﹤0.01% 1591
2024
Q2 		$1.64M Sell
30,315
-7,058
-19% -$351K ﹤0.01% 1719
2024
Q1 		$1.84M Buy
37,373
+31,842
+576% +$1.51M ﹤0.01% 1616
2023
Q4 		$268K Sell
5,531
-9,663
-64% -$431K ﹤0.01% 1853
2023
Q3 		$654K Buy
15,194
+1,466
+11% +$54.1K 0.01% 1284
2023
Q2 		$438K Sell
13,728
-27,494
-67% -$888K ﹤0.01% 1526
2023
Q1 		$1.45M Sell
41,222
-1,172
-3% -$43.3K 0.01% 871
2022
Q4 		$1.55M Sell
42,394
-16,770
-28% -$682K 0.01% 805
2022
Q3 		$3K Buy
59,164
+28,169
+91% +$1.19M ﹤0.01% 1685
2022
Q2 		$1.09M Buy
30,995
+9,392
+43% +$290K 0.02% 757
2022
Q1 		$563K Buy
21,603
+2,424
+13% +$58.8K 0.01% 1088
2021
Q4 		$452K Sell
19,179
-1,863
-9% -$45.2K 0.01% 1244
2021
Q3 		$526K Buy
21,042
+4,545
+28% +$113K 0.01% 1114
2021
Q2 		$387K Sell
16,497
-494
-3% -$11.7K 0.01% 1263
2021
Q1 		$370K Buy
16,991
+160
+1% +$3.02K 0.01% 1144
2020
Q4 		$267K Buy
+16,831
New +$291K 0.01% 1300

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

Cetera Investment Advisers's HRB Position: Q2 2026 in Review

Cetera Investment Advisers increased its H&R Block (HRB) stake by 34% in Q2 2026, buying an estimated $317K and bringing the position to 36,003 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Cetera Investment Advisers first reported a position in HRB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.88M in Q1 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cetera Investment Advisers held 36,003 shares of H&R Block worth $1.37M as of Q2 2026.
  • Cetera Investment Advisers bought 9,102 H&R Block shares in Q2 2026, an estimated $317K.
  • H&R Block made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2734 holding.
  • Cetera Investment Advisers first reported a position in H&R Block in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's H&R Block position peaked at $2.88M in Q1 2025.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.