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
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

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

Farther Finance Advisors's HRB Position: Q2 2026 in Review

Farther Finance Advisors increased its H&R Block (HRB) stake by 10% in Q2 2026, buying an estimated $62K and bringing the position to 18,906 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #1306.

Farther Finance Advisors first reported a position in HRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $932K in Q1 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Farther Finance Advisors held 18,906 shares of H&R Block worth $720K as of Q2 2026.
  • Farther Finance Advisors bought 1,780 H&R Block shares in Q2 2026, an estimated $62K.
  • H&R Block made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1306 holding.
  • Farther Finance Advisors first reported a position in H&R Block in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's H&R Block position peaked at $932K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.