CX Institutional’s H&R Block HRB Stock Holding History

CX Institutional’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	$378K	Buy	9,938 +205	+2%	+$7.14K	0.01%	545
2026 Q1	$309K	Buy	+9,733	New	+$339K	0.01%	595
2025 Q4	–	Sell	-28	Closed	-$1K	–	1553
2025 Q3	$1K	Hold	28	–	–	﹤0.01%	1346
2025 Q2	$2K	Hold	28	–	–	﹤0.01%	1150
2025 Q1	$2K	Buy	+28	New	+$1.5K	﹤0.01%	1141
2022 Q3	–	Sell	-30	Closed	-$1K	–	769
2022 Q2	$1K	Buy	+30	New	+$926	﹤0.01%	1143
2021 Q4	–	Sell	-30	Closed	-$1K	–	595
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	938
2021 Q2	$1K	Buy	+30	New	+$710	﹤0.01%	938
2020 Q4	–	Sell	-1,008	Closed	-$16K	–	874
2020 Q3	$16K	Buy	1,008 +41	+4%	+$603	﹤0.01%	591
2020 Q2	$14K	Hold	967	–	–	﹤0.01%	510
2020 Q1	$14K	Buy	+967	New	+$20.3K	﹤0.01%	420
2019 Q4	–	Sell	-65,293	Closed	-$1.54M	–	750
2019 Q3	$1.54M	Buy	65,293 +65,265	+233,089%	+$1.73M	0.25%	97
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	854
2019 Q1	$1K	Buy	+28	New	+$688	﹤0.01%	748

Other funds holding HRB

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

CX Institutional's HRB Position: Q2 2026 in Review

CX Institutional increased its H&R Block (HRB) stake by 2.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 9,938 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #545.

CX Institutional first reported a position in HRB in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2019. 93 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

CX Institutional held 9,938 shares of H&R Block worth $378K as of Q2 2026.
CX Institutional bought 205 H&R Block shares in Q2 2026, an estimated $7.14K.
H&R Block made up 0.01% of CX Institutional's portfolio in Q2 2026, its #545 holding.
CX Institutional first reported a position in H&R Block in Q1 2019 and has held it in 14 quarters since.
CX Institutional's H&R Block position peaked at $1.54M in Q3 2019.
93 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.