FFA
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Farther Finance Advisors’s H&R Block HRB Stock Holding History

Farther Finance 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
Q3 		$983K Buy
24,057
+5,151
+27% +$234K 0.01% 1146
2026
Q2 		$720K Buy
18,906
+1,780
+10% +$62K 0.01% 1306
2026
Q1 		$544K Buy
17,126
+2,605
+18% +$90.8K 0.01% 1339
2025
Q4 		$633K Buy
14,521
+765
+6% +$35.8K 0.01% 1164
2025
Q3 		$696K Sell
13,756
-2,532
-16% -$134K 0.01% 908
2025
Q2 		$894K Sell
16,288
-255
-2% -$14.7K 0.02% 635
2025
Q1 		$932K Buy
16,543
+3,388
+26% +$181K 0.02% 535
2024
Q4 		$695K Sell
13,155
-462
-3% -$27.1K 0.03% 490
2024
Q3 		$865K Buy
13,617
+3,527
+35% +$210K 0.03% 391
2024
Q2 		$552K Sell
10,090
-104
-1% -$5.18K 0.03% 449
2024
Q1 		$492K Buy
10,194
+1,018
+11% +$48.4K 0.03% 400
2023
Q4 		$444K Buy
9,176
+9,027
+6,058% +$402K 0.03% 375
2023
Q3 		$6.41K Buy
149
+94
+171% +$3.47K ﹤0.01% 1431
2023
Q2 		$1.75K Hold
55
– – ﹤0.01% 1798
2023
Q1 		$1.94K Hold
55
– – ﹤0.01% 1658
2022
Q4 		$2.01K Buy
+55
New +$2.23K ﹤0.01% 1443

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's HRB Position: Q3 2026 in Review

Farther Finance Advisors increased its H&R Block (HRB) stake by 27% in Q3 2026, buying an estimated $234K and bringing the position to 24,057 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #1146.

Farther Finance Advisors first reported a position in HRB in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Farther Finance Advisors held 24,057 shares of H&R Block worth $983K as of Q3 2026.
  • Farther Finance Advisors bought 5,151 H&R Block shares in Q3 2026, an estimated $234K.
  • H&R Block made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1146 holding.
  • Farther Finance Advisors first reported a position in H&R Block in Q4 2022 and has held it in 16 quarters since.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.