Daymark Wealth Partners
HRB icon

Daymark Wealth Partners’s H&R Block HRB Stock Holding History

Daymark Wealth Partners’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
Q3 		$223K Buy
+5,461
New +$249K 0.01% 805

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LSV Asset Management
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Bank of New York Mellon
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Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daymark Wealth Partners's HRB Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in H&R Block (HRB) in Q3 2026: 5,461 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

274 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Daymark Wealth Partners held 5,461 shares of H&R Block worth $223K as of Q3 2026.
  • H&R Block was a new Daymark Wealth Partners position in Q3 2026.
  • H&R Block made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #805 holding.
  • 274 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.