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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
Q2 		$420K Buy
11,031
+4,049
+58% +$141K ﹤0.01% 1110
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's HRB Position: Q2 2026 in Review

EP Wealth Advisors increased its H&R Block (HRB) stake by 58% in Q2 2026, buying an estimated $141K and bringing the position to 11,031 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

EP Wealth Advisors first reported a position in HRB in Q4 2023 and has held it in 9 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • EP Wealth Advisors held 11,031 shares of H&R Block worth $420K as of Q2 2026.
  • EP Wealth Advisors bought 4,049 H&R Block shares in Q2 2026, an estimated $141K.
  • H&R Block made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1110 holding.
  • EP Wealth Advisors first reported a position in H&R Block in Q4 2023 and has held it in 9 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.