COMPASS FINANCIAL MANAGEMENT LLC’s H&R Block HRB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$357K	Buy	+9,381	New	+$327K	0.04%	321

Other funds holding HRB

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

COMPASS FINANCIAL MANAGEMENT LLC's HRB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in H&R Block (HRB) in Q2 2026: 9,381 shares worth $357K. The stake represents 0.04% of the portfolio and ranks #321 among its holdings.

355 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 9,381 shares of H&R Block worth $357K as of Q2 2026.
H&R Block was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
H&R Block made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #321 holding.
355 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.