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

Cornerstone 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 		$2.78K Buy
73
+52
+248% +$1.81K ﹤0.01% 749
2026
Q1 		$667 Buy
21
+6
+40% +$209 ﹤0.01% 1075
2025
Q4 		$654 Buy
+15
New +$701 ﹤0.01% 1065

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

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

Cornerstone Financial Management increased its H&R Block (HRB) stake by 248% in Q2 2026, buying an estimated $1.81K and bringing the position to 73 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Cornerstone Financial Management first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cornerstone Financial Management held 73 shares of H&R Block worth $2.78K as of Q2 2026.
  • Cornerstone Financial Management bought 52 H&R Block shares in Q2 2026, an estimated $1.81K.
  • H&R Block made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #749 holding.
  • Cornerstone Financial Management first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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