Creative Capital Management Investments’s H&R Block HRB Stock Holding History

Creative Capital Management Investments’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	$647	Buy	+17	New	+$592	﹤0.01%	1216

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Creative Capital Management Investments's HRB Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in H&R Block (HRB) in Q2 2026: 17 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

117 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Creative Capital Management Investments held 17 shares of H&R Block worth $647 as of Q2 2026.
H&R Block was a new Creative Capital Management Investments position in Q2 2026.
H&R Block made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1216 holding.
117 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.