Cypress Point Wealth Management’s H&R Block HRB Stock Holding History

Cypress Point Wealth Management’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	$205K	Buy	+5,378	New	+$187K	0.04%	138

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

Cypress Point Wealth Management's HRB Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 5,378 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Cypress Point Wealth Management held 5,378 shares of H&R Block worth $205K as of Q2 2026.
H&R Block was a new Cypress Point Wealth Management position in Q2 2026.
H&R Block made up 0.04% of Cypress Point Wealth Management's portfolio in Q2 2026, its #138 holding.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.