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 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 $3.37T AUM 44.26% 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 Planning's HRB Position: Q2 2026 in Review

Creative Planning increased its H&R Block (HRB) stake by 102% in Q2 2026, buying an estimated $4.54M and bringing the position to 257,760 shares worth $9.82M. The position accounts for 0.01% of the portfolio, ranked #902.

Creative Planning first reported a position in HRB in Q2 2013 and has held it in 46 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Creative Planning held 257,760 shares of H&R Block worth $9.82M as of Q2 2026.
Creative Planning bought 130,199 H&R Block shares in Q2 2026, an estimated $4.54M.
H&R Block made up 0.01% of Creative Planning's portfolio in Q2 2026, its #902 holding.
Creative Planning first reported a position in H&R Block in Q2 2013 and has held it in 46 quarters since.
540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.