EWA
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EP Wealth Advisors’s H&R Block HRB Stock Holding History

EP Wealth Advisors’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
Q1 		$222K Buy
+6,982
New +$243K ﹤0.01% 1350
2025
Q2 		$219K Sell
3,982
-627
-14% -$36.2K ﹤0.01% 1205
2025
Q1 		$253K Buy
4,609
+84
+2% +$4.49K ﹤0.01% 1011
2024
Q4 		$239K Buy
4,525
+280
+7% +$16.5K ﹤0.01% 974
2024
Q3 		$270K Buy
4,245
+221
+5% +$13.2K ﹤0.01% 901
2024
Q2 		$218K Sell
4,024
-122
-3% -$6.07K ﹤0.01% 739
2024
Q1 		$204K Sell
4,146
-137
-3% -$6.51K ﹤0.01% 732
2023
Q4 		$207K Buy
+4,283
New +$191K ﹤0.01% 705

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's HRB Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in H&R Block (HRB) in Q1 2026: 6,982 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HRB as recently as Q2 2025.

EP Wealth Advisors first reported a position in HRB in Q4 2023 and has held it in 8 quarters since. The position peaked at $270K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • EP Wealth Advisors held 6,982 shares of H&R Block worth $222K as of Q1 2026.
  • H&R Block was a new EP Wealth Advisors position in Q1 2026.
  • H&R Block made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1350 holding.
  • EP Wealth Advisors first reported a position in H&R Block in Q4 2023 and has held it in 8 quarters since.
  • EP Wealth Advisors's H&R Block position peaked at $270K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.