Crossmark Global Holdings’s H&R Block HRB Stock Holding History

Crossmark Global Holdings’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	$657K	Buy	17,245 +5,800	+51%	+$202K	0.01%	772
2026 Q1	$363K	Sell	11,445 -124,430	-92%	-$4.34M	0.01%	942
2025 Q4	$5.92M	Sell	135,875 -18,707	-12%	-$874K	0.08%	229
2025 Q3	$7.82M	Buy	154,582 +33,511	+28%	+$1.77M	0.12%	192
2025 Q2	$6.65M	Sell	121,071 -5,415	-4%	-$313K	0.11%	214
2025 Q1	$6.95M	Buy	126,486 +19,411	+18%	+$1.04M	0.12%	200
2024 Q4	$5.66M	Buy	107,075 +3,280	+3%	+$193K	0.1%	214
2024 Q3	$6.6M	Sell	103,795 -12,734	-11%	-$759K	0.12%	207
2024 Q2	$6.32M	Buy	116,529 +5,069	+5%	+$252K	0.12%	197
2024 Q1	$5.47M	Buy	111,460 +15,482	+16%	+$736K	0.1%	217
2023 Q4	$4.64M	Buy	95,978 +25,118	+35%	+$1.12M	0.1%	231
2023 Q3	$3.02M	Buy	70,860 +56,745	+402%	+$2.1M	0.07%	293
2023 Q2	$477K	Sell	14,115 -69,207	-83%	-$2.24M	0.01%	878
2023 Q1	$2.94M	Sell	83,322 -9,140	-10%	-$338K	0.07%	312
2022 Q4	$3.38M	Buy	92,462 +6,148	+7%	+$250K	0.08%	266
2022 Q3	$3.67M	Sell	86,314 -13,200	-13%	-$559K	0.1%	227
2022 Q2	$3.52M	Buy	99,514 +76,430	+331%	+$2.36M	0.09%	251
2022 Q1	$601K	Sell	23,084 -73,030	-76%	-$1.77M	0.01%	831
2021 Q4	$2.26M	Buy	96,114 +77,300	+411%	+$1.87M	0.05%	372
2021 Q3	$470K	Buy	18,814 +20	+0.1%	+$498	0.01%	956
2021 Q2	$441K	Buy	18,794 +4,400	+31%	+$104K	0.01%	992
2021 Q1	$314K	Sell	14,394 -1,060	-7%	-$20K	0.01%	1143
2020 Q4	$245K	Buy	15,454 +4,440	+40%	+$76.7K	0.01%	1207
2020 Q3	$179K	Sell	11,014 -3,520	-24%	-$51.7K	0.01%	1251
2020 Q2	$208K	Buy	14,534 +265	+2%	+$4.19K	0.01%	1217
2020 Q1	$201K	Buy	14,269 +716	+5%	+$15K	0.01%	1061
2019 Q4	$318K	Sell	13,553 -20	-0.1%	-$480	0.01%	1083
2019 Q3	$321K	Sell	13,573 -880	-6%	-$23.3K	0.01%	1030
2019 Q2	$423K	Sell	14,453 -169	-1%	-$4.54K	0.01%	897
2019 Q1	$350K	Buy	14,622 +90	+0.6%	+$2.21K	0.01%	1034
2018 Q4	$369K	Sell	14,532 -2,687	-16%	-$71.7K	0.01%	930
2018 Q3	$443K	Buy	17,219 +15	+0.1%	+$381	0.01%	1037
2018 Q2	$392K	Sell	17,204 -830	-5%	-$22K	0.01%	1119
2018 Q1	$458K	Sell	18,034 -1,709	-9%	-$45K	0.01%	972
2017 Q4	$518K	Buy	19,743 +311	+2%	+$8.07K	0.01%	972
2017 Q3	$515K	Buy	+19,432	New	+$564K	0.01%	939
2016 Q3	$515K	Buy	+19,432	New	+$455K	0.01%	939

Other funds holding HRB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Crossmark Global Holdings's HRB Position: Q2 2026 in Review

Crossmark Global Holdings increased its H&R Block (HRB) stake by 51% in Q2 2026, buying an estimated $202K and bringing the position to 17,245 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #772.

Crossmark Global Holdings first reported a position in HRB in Q3 2016 and has held it in 37 quarters since. The position peaked at $7.82M in Q3 2025. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Crossmark Global Holdings held 17,245 shares of H&R Block worth $657K as of Q2 2026.
Crossmark Global Holdings bought 5,800 H&R Block shares in Q2 2026, an estimated $202K.
H&R Block made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #772 holding.
Crossmark Global Holdings first reported a position in H&R Block in Q3 2016 and has held it in 37 quarters since.
Crossmark Global Holdings's H&R Block position peaked at $7.82M in Q3 2025.
65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.