CA
HRB icon

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
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 – 2046
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return