Creative Planning’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.05M | Buy |
127,561
+30,364
| +31% | +$1.06M | ﹤0.01% | 1349 |
|
|
2025
Q4 | $4.24M | Buy |
97,197
+5,780
| +6% | +$270K | ﹤0.01% | 1128 |
|
|
2025
Q3 | $4.62M | Buy |
91,417
+9,616
| +12% | +$508K | ﹤0.01% | 937 |
|
|
2025
Q2 | $4.49M | Sell |
81,801
-42
| -0.1% | -$2.42K | ﹤0.01% | 817 |
|
|
2025
Q1 | $4.49M | Buy |
81,843
+10,584
| +15% | +$566K | ﹤0.01% | 752 |
|
|
2024
Q4 | $3.77M | Sell |
71,259
-14,916
| -17% | -$877K | ﹤0.01% | 784 |
|
|
2024
Q3 | $5.48M | Buy |
86,175
+39,990
| +87% | +$2.38M | 0.01% | 610 |
|
|
2024
Q2 | $2.5M | Sell |
46,185
-2,346
| -5% | -$117K | ﹤0.01% | 890 |
|
|
2024
Q1 | $2.38M | Buy |
48,531
+5,321
| +12% | +$253K | ﹤0.01% | 898 |
|
|
2023
Q4 | $2.09M | Buy |
43,210
+1,678
| +4% | +$74.8K | ﹤0.01% | 903 |
|
|
2023
Q3 | $1.79M | Sell |
41,532
-35,694
| -46% | -$1.32M | ﹤0.01% | 899 |
|
|
2023
Q2 | $2.46M | Buy |
77,226
+41,148
| +114% | +$1.33M | ﹤0.01% | 729 |
|
|
2023
Q1 | $1.27M | Buy |
36,078
+2,095
| +6% | +$77.5K | ﹤0.01% | 958 |
|
|
2022
Q4 | $1.24M | Sell |
33,983
-2,141
| -6% | -$87K | ﹤0.01% | 939 |
|
|
2022
Q3 | $1.54M | Buy |
36,124
+1,714
| +5% | +$72.5K | ﹤0.01% | 780 |
|
|
2022
Q2 | $1.22M | Buy |
34,410
+2,451
| +8% | +$75.7K | ﹤0.01% | 889 |
|
|
2022
Q1 | $832K | Buy |
31,959
+1,252
| +4% | +$30.4K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $723K | Buy |
30,707
+5,009
| +19% | +$121K | ﹤0.01% | 1106 |
|
|
2021
Q3 | $642K | Buy |
25,698
+2,407
| +10% | +$60K | ﹤0.01% | 1163 |
|
|
2021
Q2 | $547K | Sell |
23,291
-13,336
| -36% | -$316K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $798K | Sell |
36,627
-10,972
| -23% | -$207K | ﹤0.01% | 1165 |
|
|
2020
Q4 | $755K | Buy |
47,599
+22,315
| +88% | +$385K | ﹤0.01% | 1089 |
|
|
2020
Q3 | $412K | Buy |
25,284
+9,384
| +59% | +$138K | ﹤0.01% | 1237 |
|
|
2020
Q2 | $227K | Buy |
15,900
+961
| +6% | +$15.2K | ﹤0.01% | 1461 |
|
|
2020
Q1 | $210K | Sell |
14,939
-10,418
| -41% | -$218K | ﹤0.01% | 1370 |
|
|
2019
Q4 | $595K | Buy |
25,357
+14,308
| +129% | +$344K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $261K | Buy |
11,049
+192
| +2% | +$5.08K | ﹤0.01% | 1448 |
|
|
2019
Q2 | $318K | Buy |
+10,857
| New | +$292K | ﹤0.01% | 1333 |
|
|
2019
Q1 | – | Sell |
-8,444
| Closed | -$214K | – | 2032 |
|
|
2018
Q4 | $214K | Buy |
+8,444
| New | +$225K | ﹤0.01% | 1442 |
|
|
2017
Q3 | – | Sell |
-4,805
| Closed | -$149K | – | 2701 |
|
|
2017
Q2 | $149K | Sell |
4,805
-1,556
| -24% | -$40.8K | ﹤0.01% | 1700 |
|
|
2017
Q1 | $148K | Sell |
6,361
-2,126
| -25% | -$47.5K | ﹤0.01% | 1691 |
|
|
2016
Q4 | $195K | Buy |
8,487
+252
| +3% | +$5.76K | ﹤0.01% | 1422 |
|
|
2016
Q3 | $191K | Buy |
8,235
+3,656
| +80% | +$85.5K | ﹤0.01% | 1424 |
|
|
2016
Q2 | $105K | Buy |
4,579
+1,706
| +59% | +$37.9K | ﹤0.01% | 1647 |
|
|
2016
Q1 | $76K | Buy |
2,873
+680
| +31% | +$21.4K | ﹤0.01% | 1802 |
|
|
2015
Q4 | $73K | Buy |
2,193
+503
| +30% | +$17.9K | ﹤0.01% | 1822 |
|
|
2015
Q3 | $61K | Buy |
+1,690
| New | +$57.2K | ﹤0.01% | 1898 |
|
|
2015
Q2 | – | Sell |
-1,717
| Closed | -$55K | – | 1918 |
|
|
2015
Q1 | $55K | Sell |
1,717
-374
| -18% | -$12.5K | ﹤0.01% | 1966 |
|
|
2014
Q4 | $70K | Sell |
2,091
-6,209
| -75% | -$199K | ﹤0.01% | 1768 |
|
|
2014
Q3 | $257K | Buy |
8,300
+4,680
| +129% | +$153K | ﹤0.01% | 938 |
|
|
2014
Q2 | $121K | Buy |
3,620
+1,388
| +62% | +$41.3K | ﹤0.01% | 1319 |
|
|
2014
Q1 | $67K | Buy |
2,232
+3
| +0.1% | +$90 | ﹤0.01% | 1630 |
|
|
2013
Q4 | $65K | Buy |
2,229
+218
| +11% | +$6.19K | ﹤0.01% | 1433 |
|
|
2013
Q3 | $54K | Sell |
2,011
-2,143
| -52% | -$62.4K | ﹤0.01% | 1463 |
|
|
2013
Q2 | $115K | Buy |
+4,154
| New | +$119K | ﹤0.01% | 912 |
|
Other funds holding HRB
VPM
VCM
Creative Planning's HRB Position: Q1 2026 in Review
Creative Planning increased its H&R Block (HRB) stake by 31% in Q1 2026, buying an estimated $1.06M and bringing the position to 127,561 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1349.
Creative Planning first reported a position in HRB in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.48M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Creative Planning held 127,561 shares of H&R Block worth $4.05M as of Q1 2026.
- Creative Planning bought 30,364 H&R Block shares in Q1 2026, an estimated $1.06M.
- H&R Block made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1349 holding.
- Creative Planning first reported a position in H&R Block in Q2 2013 and has held it in 45 quarters since.
- Creative Planning's H&R Block position peaked at $5.48M in Q3 2024.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.