CFM
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
Q2 		$357K Buy
+9,381
New +$327K 0.04% 321

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's HRB Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.