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

Elevation 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
Q2 		$39.6K Buy
1,040
+267
+35% +$9.3K 0.01% 365
2026
Q1 		$24.5K Buy
773
+8
+1% +$279 0.01% 335
2025
Q4 		$33.3K Buy
+765
New +$35.8K 0.01% 286

Other funds holding HRB

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevation Wealth Partners's HRB Position: Q2 2026 in Review

Elevation Wealth Partners increased its H&R Block (HRB) stake by 35% in Q2 2026, buying an estimated $9.3K and bringing the position to 1,040 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #365.

Elevation Wealth Partners first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Elevation Wealth Partners held 1,040 shares of H&R Block worth $39.6K as of Q2 2026.
  • Elevation Wealth Partners bought 267 H&R Block shares in Q2 2026, an estimated $9.3K.
  • H&R Block made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Elevation Wealth Partners first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.