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CWC Advisors’s H&R Block HRB Stock Holding History

CWC Advisors’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 		$373K Sell
9,798
-490
-5% -$17.1K 0.17% 120
2026
Q1 		$327K Sell
10,288
-173
-2% -$6.03K 0.16% 117
2025
Q4 		$456K Sell
10,461
-213
-2% -$9.96K 0.22% 102
2025
Q3 		$540K Buy
10,674
+64
+0.6% +$3.38K 0.26% 89
2025
Q2 		$582K Buy
10,610
+251
+2% +$14.5K 0.3% 72
2025
Q1 		$569K Buy
10,359
+2,507
+32% +$134K 0.32% 71
2024
Q4 		$415K Sell
7,852
-111
-1% -$6.52K 0.41% 68
2024
Q3 		$506K Buy
+7,963
New +$475K 0.5% 57

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CWC Advisors's HRB Position: Q2 2026 in Review

CWC Advisors reduced its H&R Block (HRB) stake by 4.8% in Q2 2026, selling an estimated $17.1K and leaving 9,798 shares worth $373K. The position accounts for 0.17% of the portfolio, ranked #120.

CWC Advisors first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $582K in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • CWC Advisors held 9,798 shares of H&R Block worth $373K as of Q2 2026.
  • CWC Advisors sold 490 H&R Block shares in Q2 2026, an estimated $17.1K.
  • H&R Block made up 0.17% of CWC Advisors's portfolio in Q2 2026, its #120 holding.
  • CWC Advisors first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's H&R Block position peaked at $582K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.