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Focus Partners Advisor Solutions’s H&R Block HRB Stock Holding History

Focus Partners Advisor Solutions’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 		$638K Buy
+16,766
New +$584K 0.01% 721
2025
Q4 		– Sell
-6,158
Closed -$298K – 1175
2025
Q3 		$298K Buy
+6,158
New +$325K ﹤0.01% 911
2024
Q3 		– Sell
-4,061
Closed -$220K – 760
2024
Q2 		$220K Buy
+4,061
New +$202K 0.01% 575

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

Focus Partners Advisor Solutions's HRB Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in H&R Block (HRB) in Q2 2026: 16,766 shares worth $638K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in HRB as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in HRB in Q2 2024 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Focus Partners Advisor Solutions held 16,766 shares of H&R Block worth $638K as of Q2 2026.
  • H&R Block was a new Focus Partners Advisor Solutions position in Q2 2026.
  • H&R Block made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #721 holding.
  • Focus Partners Advisor Solutions first reported a position in H&R Block in Q2 2024 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.