Corient Private Wealth
HRB icon

Corient Private Wealth’s H&R Block HRB Stock Holding History

Corient Private Wealth’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 		$7.79M Buy
204,524
+138,295
+209% +$4.82M 0.01% 721
2026
Q1 		$2.1M Sell
66,229
-87,633
-57% -$3.05M ﹤0.01% 1241
2025
Q4 		$6.7M Sell
153,862
-14,122
-8% -$660K 0.01% 674
2025
Q3 		$8.5M Buy
167,984
+1,816
+1% +$96K 0.01% 555
2025
Q2 		$9.12M Sell
166,168
-459
-0.3% -$26.5K 0.01% 543
2025
Q1 		$9.15M Buy
166,627
+8,228
+5% +$440K 0.01% 538
2024
Q4 		$8.37M Sell
158,399
-3,640
-2% -$214K 0.01% 555
2024
Q3 		$10.3M Sell
162,039
-84,954
-34% -$5.06M 0.02% 556
2024
Q2 		$13.4M Buy
246,993
+91,242
+59% +$4.54M 0.02% 460
2024
Q1 		$7.65M Sell
155,751
-285
-0.2% -$13.5K 0.01% 590
2023
Q4 		$7.55M Buy
156,036
+1,039
+0.7% +$46.3K 0.01% 593
2023
Q3 		$6.67M Buy
154,997
+203
+0.1% +$7.5K 0.02% 576
2023
Q2 		$4.93M Buy
154,794
+13,413
+9% +$433K 0.01% 638
2023
Q1 		$4.98M Buy
141,381
+1,548
+1% +$57.2K 0.01% 596
2022
Q4 		$5.11M Buy
+139,833
New +$5.68M 0.02% 500

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

Corient Private Wealth's HRB Position: Q2 2026 in Review

Corient Private Wealth increased its H&R Block (HRB) stake by 209% in Q2 2026, buying an estimated $4.82M and bringing the position to 204,524 shares worth $7.79M. The position accounts for 0.01% of the portfolio, ranked #721.

Corient Private Wealth first reported a position in HRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.4M in Q2 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Corient Private Wealth held 204,524 shares of H&R Block worth $7.79M as of Q2 2026.
  • Corient Private Wealth bought 138,295 H&R Block shares in Q2 2026, an estimated $4.82M.
  • H&R Block made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #721 holding.
  • Corient Private Wealth first reported a position in H&R Block in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's H&R Block position peaked at $13.4M in Q2 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.