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Chesley Taft & Associates’s H&R Block HRB Stock Holding History

Chesley Taft & Associates’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 		$738K Sell
19,382
-550
-3% -$19.2K 0.03% 250
2026
Q1 		$633K Buy
19,932
+9,762
+96% +$340K 0.03% 260
2025
Q4 		$443K Buy
10,170
+509
+5% +$23.8K 0.02% 296
2025
Q3 		$489K Sell
9,661
-125
-1% -$6.61K 0.02% 270
2025
Q2 		$537K Buy
9,786
+128
+1% +$7.39K 0.02% 252
2025
Q1 		$530K Buy
9,658
+317
+3% +$16.9K 0.03% 247
2024
Q4 		$494K Sell
9,341
-59
-0.6% -$3.47K 0.02% 250
2024
Q3 		$597K Hold
9,400
– – 0.03% 237
2024
Q2 		$510K Sell
9,400
-222
-2% -$11.1K 0.03% 241
2024
Q1 		$473K Buy
+9,622
New +$457K 0.02% 243

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Chesley Taft & Associates's HRB Position: Q2 2026 in Review

Chesley Taft & Associates reduced its H&R Block (HRB) stake by 2.8% in Q2 2026, selling an estimated $19.2K and leaving 19,382 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #250.

Chesley Taft & Associates first reported a position in HRB in Q1 2024 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Chesley Taft & Associates held 19,382 shares of H&R Block worth $738K as of Q2 2026.
  • Chesley Taft & Associates sold 550 H&R Block shares in Q2 2026, an estimated $19.2K.
  • H&R Block made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #250 holding.
  • Chesley Taft & Associates first reported a position in H&R Block in Q1 2024 and has held it in 10 quarters since.
  • 82 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.