Creative Financial Designs’s H&R Block HRB Stock Holding History

Creative Financial Designs’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 Q1	$317	Buy	+10	New	+$348	﹤0.01%	2045
2024 Q4	–	Sell	-262	Closed	-$16.6K	–	1811
2024 Q3	$16.6K	Buy	262 +111	+74%	+$6.62K	﹤0.01%	1074
2024 Q2	$8.19K	Buy	151 +1	+0.7%	+$50	﹤0.01%	1210
2024 Q1	$7.37K	Hold	150	–	–	﹤0.01%	1223
2023 Q4	$7.26K	Hold	150	–	–	﹤0.01%	1181
2023 Q3	$6.46K	Hold	150	–	–	﹤0.01%	1131
2023 Q2	$4.78K	Hold	150	–	–	﹤0.01%	1189
2023 Q1	$5.29K	Hold	150	–	–	﹤0.01%	1099
2022 Q4	$5.48K	Buy	150 +75	+100%	+$3.05K	﹤0.01%	1020
2022 Q3	$3K	Buy	+75	New	+$3.17K	﹤0.01%	1111
2018 Q4	–	Sell	-4	Closed	–	–	662
2018 Q3	$0	Buy	+4	New	+$101	﹤0.01%	781

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's HRB Position: Q1 2026 in Review

Creative Financial Designs opened a new position in H&R Block (HRB) in Q1 2026: 10 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #2045 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in HRB as recently as Q3 2024.

Creative Financial Designs first reported a position in HRB in Q3 2018 and has held it in 11 quarters since. The position peaked at $16.6K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Creative Financial Designs held 10 shares of H&R Block worth $317 as of Q1 2026.
H&R Block was a new Creative Financial Designs position in Q1 2026.
H&R Block made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2045 holding.
Creative Financial Designs first reported a position in H&R Block in Q3 2018 and has held it in 11 quarters since.
Creative Financial Designs's H&R Block position peaked at $16.6K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.