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Cornerstone Planning Group’s H&R Block HRB Stock Holding History

Cornerstone Planning Group’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 		$1.3K Buy
33
+23
+230% +$801 ﹤0.01% 1431
2026
Q1 		$301 Sell
10
-9
-47% -$314 ﹤0.01% 1740
2025
Q4 		$742 Hold
19
– – ﹤0.01% 1417
2025
Q3 		$964 Buy
19
+2
+12% +$106 ﹤0.01% 1319
2025
Q2 		$929 Hold
17
– – ﹤0.01% 1133
2025
Q1 		$1.01K Buy
17
+7
+70% +$374 ﹤0.01% 1129
2024
Q4 		$544 Hold
10
– – ﹤0.01% 1110
2024
Q3 		$601 Hold
10
– – ﹤0.01% 1046
2024
Q2 		$549 Hold
10
– – ﹤0.01% 1067
2024
Q1 		$476 Hold
10
– – ﹤0.01% 947
2023
Q4 		$484 Hold
10
– – ﹤0.01% 780
2023
Q3 		$431 Buy
+10
New +$369 ﹤0.01% 912

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 Planning Group's HRB Position: Q2 2026 in Review

Cornerstone Planning Group increased its H&R Block (HRB) stake by 230% in Q2 2026, buying an estimated $801 and bringing the position to 33 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Cornerstone Planning Group first reported a position in HRB in Q3 2023 and has held it in 12 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Cornerstone Planning Group held 33 shares of H&R Block worth $1.3K as of Q2 2026.
  • Cornerstone Planning Group bought 23 H&R Block shares in Q2 2026, an estimated $801.
  • H&R Block made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1431 holding.
  • Cornerstone Planning Group first reported a position in H&R Block in Q3 2023 and has held it in 12 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.