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

CoreCap 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 Q3	$3.35K	Buy	82 +46	+128%	+$2.09K	﹤0.01%	2352
2026 Q2	$1.37K	Sell	36 -160	-82%	-$5.58K	﹤0.01%	2629
2026 Q1	$6.22K	Buy	196 +191	+3,820%	+$6.66K	﹤0.01%	2124
2025 Q4	$218	Hold	5	–	–	﹤0.01%	2806
2025 Q3	$253	Buy	+5	New	+$264	﹤0.01%	2645
2025 Q2	–	Sell	-143	Closed	-$7.85K	–	2975
2025 Q1	$7.85K	Buy	143 +139	+3,475%	+$7.43K	﹤0.01%	1924
2024 Q4	$211	Hold	4	–	–	﹤0.01%	2719
2024 Q3	$254	Buy	+4	New	+$238	﹤0.01%	2462
2024 Q2	–	Sell	-403	Closed	-$19.8K	–	2032
2024 Q1	$19.8K	Buy	+403	New	+$19.1K	﹤0.01%	1484
2022 Q4	$61.6K	Buy	+1,686	New	+$68.5K	﹤0.01%	923
2022 Q3	–	Sell	-1,321	Closed	-$47K	–	1196
2022 Q2	$47K	Buy	+1,321	New	+$40.8K	﹤0.01%	964
2022 Q1	–	Sell	-1,880	Closed	-$44K	–	1206
2021 Q4	$44K	Buy	+1,880	New	+$45.6K	﹤0.01%	1034

Other funds holding HRB

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

CoreCap Advisors's HRB Position: Q3 2026 in Review

CoreCap Advisors increased its H&R Block (HRB) stake by 128% in Q3 2026, buying an estimated $2.09K and bringing the position to 82 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

CoreCap Advisors first reported a position in HRB in Q4 2021 and has held it in 12 quarters since. The position peaked at $61.6K in Q4 2022. 97 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

CoreCap Advisors held 82 shares of H&R Block worth $3.35K as of Q3 2026.
CoreCap Advisors bought 46 H&R Block shares in Q3 2026, an estimated $2.09K.
H&R Block made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2352 holding.
CoreCap Advisors first reported a position in H&R Block in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's H&R Block position peaked at $61.6K in Q4 2022.
97 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.