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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
Q3 		$48.9K Buy
1,197
+157
+15% +$7.14K 0.01% 397
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its H&R Block (HRB) stake by 15% in Q3 2026, buying an estimated $7.14K and bringing the position to 1,197 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #397.

Elevation Wealth Partners first reported a position in HRB in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Elevation Wealth Partners held 1,197 shares of H&R Block worth $48.9K as of Q3 2026.
  • Elevation Wealth Partners bought 157 H&R Block shares in Q3 2026, an estimated $7.14K.
  • H&R Block made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #397 holding.
  • Elevation Wealth Partners first reported a position in H&R Block in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.