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

Dogwood 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 		$6.85K Buy
180
+109
+154% +$3.8K ﹤0.01% 456
2026
Q1 		$2.25K Buy
+71
New +$2.47K ﹤0.01% 624
2025
Q3 		– Sell
-108
Closed -$5.71K – 739
2025
Q2 		$5.97K Buy
+108
New +$6.24K ﹤0.01% 389

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's HRB Position: Q2 2026 in Review

Dogwood Wealth Management increased its H&R Block (HRB) stake by 154% in Q2 2026, buying an estimated $3.8K and bringing the position to 180 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Dogwood Wealth Management first reported a position in HRB in Q2 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Dogwood Wealth Management held 180 shares of H&R Block worth $6.85K as of Q2 2026.
  • Dogwood Wealth Management bought 109 H&R Block shares in Q2 2026, an estimated $3.8K.
  • H&R Block made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Dogwood Wealth Management first reported a position in H&R Block in Q2 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.