EWM
HRB icon

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

Empirical 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 		$303K Buy
+7,963
New +$277K ﹤0.01% 862
2025
Q1 		– Sell
-3,853
Closed -$204K – 675
2024
Q4 		$204K Buy
+3,853
New +$226K 0.01% 577
2024
Q3 		– Sell
-3,718
Closed -$202K – 586
2024
Q2 		$202K Buy
+3,718
New +$185K 0.01% 536

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

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

Empirical Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 7,963 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in HRB as recently as Q4 2024.

Empirical Wealth Management first reported a position in HRB in Q2 2024 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Empirical Wealth Management held 7,963 shares of H&R Block worth $303K as of Q2 2026.
  • H&R Block was a new Empirical Wealth Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #862 holding.
  • Empirical Wealth Management first reported a position in H&R Block in Q2 2024 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.