Creative Planning
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Creative Planning’s H&R Block HRB Stock Holding History

Creative Planning’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
2023
Q2 		– Sell
-200
Closed -$14.2K – 2728
2023
Q1 		$14.2K Buy
+200
New +$7.4K ﹤0.01% 2436

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.