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 Q2	$381	Hold	10	–	–	﹤0.01%	2163
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Financial Designs's HRB Position: Q2 2026 in Review

Creative Financial Designs held its H&R Block (HRB) position steady in Q2 2026 at 10 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Creative Financial Designs first reported a position in HRB in Q3 2018 and has held it in 12 quarters since. The position peaked at $16.6K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Creative Financial Designs held 10 shares of H&R Block worth $381 as of Q2 2026.
Creative Financial Designs left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2163 holding.
Creative Financial Designs first reported a position in H&R Block in Q3 2018 and has held it in 12 quarters since.
Creative Financial Designs's H&R Block position peaked at $16.6K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.