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

EverSource 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 		$204K Buy
5,358
+1,996
+59% +$69.5K 0.01% 991
2026
Q1 		$107K Buy
3,362
+1,001
+42% +$34.9K ﹤0.01% 1394
2025
Q4 		$103K Buy
2,361
+965
+69% +$45.1K ﹤0.01% 1296
2025
Q3 		$70.6K Buy
1,396
+482
+53% +$25.5K ﹤0.01% 1466
2025
Q2 		$50.2K Buy
914
+497
+119% +$28.7K ﹤0.01% 1612
2025
Q1 		$22.9K Buy
417
+142
+52% +$7.59K ﹤0.01% 1623
2024
Q4 		$14.5K Buy
275
+100
+57% +$5.88K ﹤0.01% 1808
2024
Q3 		$11.1K Sell
175
-278
-61% -$16.6K ﹤0.01% 1801
2024
Q2 		$26.2K Sell
453
-88
-16% -$4.38K ﹤0.01% 1370
2024
Q1 		$25.6K Buy
541
+13
+2% +$618 ﹤0.01% 1249
2023
Q4 		$25.5K Sell
528
-27
-5% -$1.2K ﹤0.01% 1132
2023
Q3 		$23.9K Buy
555
+522
+1,582% +$19.3K ﹤0.01% 1061
2023
Q2 		$1.05K Sell
33
-28
-46% -$904 ﹤0.01% 2201
2023
Q1 		$2.15K Buy
61
+40
+190% +$1.48K ﹤0.01% 1918
2022
Q4 		$767 Hold
21
– – ﹤0.01% 2150
2022
Q3 		$1K Buy
+21
New +$889 ﹤0.01% 1823

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

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

EverSource Wealth Advisors increased its H&R Block (HRB) stake by 59% in Q2 2026, buying an estimated $69.5K and bringing the position to 5,358 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #991.

EverSource Wealth Advisors first reported a position in HRB in Q3 2022 and has held it in 16 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • EverSource Wealth Advisors held 5,358 shares of H&R Block worth $204K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,996 H&R Block shares in Q2 2026, an estimated $69.5K.
  • H&R Block made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #991 holding.
  • EverSource Wealth Advisors first reported a position in H&R Block in Q3 2022 and has held it in 16 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.