First Command Advisory Services’s H&R Block HRB Stock Holding History

First Command Advisory Services’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	–	Sell	-29	Closed	-$920	–	1258
2026 Q1	$920	Hold	29	–	–	﹤0.01%	1031
2025 Q4	$1.26K	Hold	29	–	–	﹤0.01%	708
2025 Q3	$1.47K	Hold	29	–	–	﹤0.01%	562
2025 Q2	$1.59K	Hold	29	–	–	﹤0.01%	520
2025 Q1	$1.59K	Buy	+29	New	+$1.55K	﹤0.01%	503

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Command Advisory Services's HRB Position: Q2 2026 in Review

First Command Advisory Services sold out of H&R Block (HRB) in Q2 2026, closing a stake of 29 shares — an estimated $920 sold.

First Command Advisory Services first reported a position in HRB in Q1 2025 and held it in 5 quarters. The position peaked at $1.59K in Q2 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

First Command Advisory Services reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
First Command Advisory Services sold 29 H&R Block shares in Q2 2026, an estimated $920.
First Command Advisory Services first reported a position in H&R Block in Q1 2025 and held it in 5 quarters.
First Command Advisory Services's H&R Block position peaked at $1.59K in Q2 2025.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.