Compass Financial Management
HRB icon

Compass Financial Management’s H&R Block HRB Stock Holding History

Compass Financial Management’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
Q3 		$386K Buy
9,452
+71
+0.8% +$3.23K 0.04% 330
2026
Q2 		$357K Buy
+9,381
New +$327K 0.04% 321

Other funds holding HRB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Compass Financial Management's HRB Position: Q3 2026 in Review

Compass Financial Management increased its H&R Block (HRB) stake by 0.76% in Q3 2026, buying an estimated $3.23K and bringing the position to 9,452 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #330.

Compass Financial Management first reported a position in HRB in Q2 2026 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Compass Financial Management held 9,452 shares of H&R Block worth $386K as of Q3 2026.
  • Compass Financial Management bought 71 H&R Block shares in Q3 2026, an estimated $3.23K.
  • H&R Block made up 0.04% of Compass Financial Management's portfolio in Q3 2026, its #330 holding.
  • Compass Financial Management first reported a position in H&R Block in Q2 2026 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.