Focus Partners Wealth
HRB icon

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

Focus Partners Wealth’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 		$3.19M Buy
83,704
+69,693
+497% +$2.43M ﹤0.01% 1150
2026
Q1 		$930K Sell
14,011
-8,197
-37% -$286K ﹤0.01% 1658
2025
Q4 		$1.07M Buy
22,208
+3,905
+21% +$183K ﹤0.01% 1610
2025
Q3 		$930K Sell
18,303
-832
-4% -$44K ﹤0.01% 1313
2025
Q2 		$1.05M Sell
19,135
-45
-0.2% -$2.6K ﹤0.01% 1121
2025
Q1 		$1.05M Sell
19,180
-4,525
-19% -$242K ﹤0.01% 1051
2024
Q4 		$1.25M Buy
23,705
+16,638
+235% +$978K ﹤0.01% 988
2024
Q3 		$449K Buy
+7,067
New +$421K ﹤0.01% 1184

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 Wealth's HRB Position: Q2 2026 in Review

Focus Partners Wealth increased its H&R Block (HRB) stake by 497% in Q2 2026, buying an estimated $2.43M and bringing the position to 83,704 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Focus Partners Wealth first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Focus Partners Wealth held 83,704 shares of H&R Block worth $3.19M as of Q2 2026.
  • Focus Partners Wealth bought 69,693 H&R Block shares in Q2 2026, an estimated $2.43M.
  • H&R Block made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1150 holding.
  • Focus Partners Wealth first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.