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Clearstead Advisors’s H&R Block HRB Stock Holding History

Clearstead 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
Q2 		$39.1K Buy
1,027
+987
+2,468% +$34.4K ﹤0.01% 1581
2026
Q1 		$1.27K Sell
40
-395
-91% -$13.8K ﹤0.01% 2000
2025
Q4 		$19K Sell
435
-76
-15% -$3.55K ﹤0.01% 1732
2025
Q3 		$25.8K Buy
511
+293
+134% +$15.5K ﹤0.01% 1527
2025
Q2 		$12K Buy
218
+212
+3,533% +$12.2K ﹤0.01% 1831
2025
Q1 		$330 Sell
6
-2
-25% -$107 ﹤0.01% 2104
2024
Q4 		$397 Buy
+8
New +$470 ﹤0.01% 1996
2021
Q3 		– Sell
-425
Closed -$10K – 1330
2021
Q2 		$10K Hold
425
– – ﹤0.01% 798
2021
Q1 		$9K Hold
425
– – ﹤0.01% 793
2020
Q4 		$7K Buy
+425
New +$7.34K ﹤0.01% 767

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

Clearstead Advisors's HRB Position: Q2 2026 in Review

Clearstead Advisors increased its H&R Block (HRB) stake by 2,468% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,027 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Clearstead Advisors first reported a position in HRB in Q4 2020 and has held it in 10 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Clearstead Advisors held 1,027 shares of H&R Block worth $39.1K as of Q2 2026.
  • Clearstead Advisors bought 987 H&R Block shares in Q2 2026, an estimated $34.4K.
  • H&R Block made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1581 holding.
  • Clearstead Advisors first reported a position in H&R Block in Q4 2020 and has held it in 10 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.