EB
HRB icon

Eastern Bank’s H&R Block HRB Stock Holding History

Eastern Bank’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 		$15.2K Hold
400
– – ﹤0.01% 814
2026
Q1 		$12.7K Hold
400
– – ﹤0.01% 802
2025
Q4 		$17.4K Hold
400
– – ﹤0.01% 755
2025
Q3 		$20.2K Hold
400
– – ﹤0.01% 724
2025
Q2 		$22K Sell
400
-1
-0.2% -$58 ﹤0.01% 664
2025
Q1 		$22K Hold
401
– – ﹤0.01% 676
2024
Q4 		$21.2K Buy
401
+1
+0.3% +$59 ﹤0.01% 685
2024
Q3 		$25.4K Buy
+400
New +$23.8K ﹤0.01% 651

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank's HRB Position: Q2 2026 in Review

Eastern Bank held its H&R Block (HRB) position steady in Q2 2026 at 400 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Eastern Bank first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.4K in Q3 2024. 65 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Eastern Bank held 400 shares of H&R Block worth $15.2K as of Q2 2026.
  • Eastern Bank left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #814 holding.
  • Eastern Bank first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's H&R Block position peaked at $25.4K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.