Essential Partners
HRB icon

Essential Partners’s H&R Block HRB Stock Holding History

Essential 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 		$129K Sell
3,168
-684
-18% -$31.1K 0.06% 352
2026
Q2 		$147K Buy
3,852
+2,603
+208% +$90.7K 0.07% 318
2026
Q1 		$39.6K Sell
1,249
-3,622
-74% -$126K 0.01% 663
2025
Q4 		$212K Buy
4,871
+521
+12% +$24.4K 0.07% 304
2025
Q3 		$220K Buy
4,350
+4,216
+3,146% +$223K 0.07% 304
2025
Q2 		$7.36K Buy
+134
New +$7.74K ﹤0.01% 938

Other funds holding HRB

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Essential Partners's HRB Position: Q3 2026 in Review

Essential Partners reduced its H&R Block (HRB) stake by 18% in Q3 2026, selling an estimated $31.1K and leaving 3,168 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #352.

Essential Partners first reported a position in HRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $220K in Q3 2025. 89 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Essential Partners held 3,168 shares of H&R Block worth $129K as of Q3 2026.
  • Essential Partners sold 684 H&R Block shares in Q3 2026, an estimated $31.1K.
  • H&R Block made up 0.06% of Essential Partners's portfolio in Q3 2026, its #352 holding.
  • Essential Partners first reported a position in H&R Block in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's H&R Block position peaked at $220K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.