Fortitude Family Office’s H&R Block HRB Stock Holding History

Fortitude Family Office’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	$17K	Buy	417 +389	+1,389%	+$17.7K	﹤0.01%	932
2026 Q2	$1.07K	Hold	28	–	–	﹤0.01%	1733
2026 Q1	$889	Hold	28	–	–	﹤0.01%	1539
2025 Q4	$1.22K	Sell	28 -44	-61%	-$2.06K	﹤0.01%	1379
2025 Q3	$3.64K	Hold	72	–	–	﹤0.01%	937
2025 Q2	$3.95K	Sell	72 -1	-1%	-$58	﹤0.01%	873
2025 Q1	$4.01K	Hold	73	–	–	﹤0.01%	786
2024 Q4	$3.86K	Buy	73 +21	+40%	+$1.23K	﹤0.01%	903
2024 Q3	$3.31K	Hold	52	–	–	﹤0.01%	906
2024 Q2	$2.82K	Hold	52	–	–	﹤0.01%	742
2024 Q1	$2.55K	Sell	52 -21	-29%	-$998	﹤0.01%	777
2023 Q4	$3.53K	Buy	+73	New	+$3.25K	﹤0.01%	787

Other funds holding HRB

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fortitude Family Office's HRB Position: Q3 2026 in Review

Fortitude Family Office increased its H&R Block (HRB) stake by 1,389% in Q3 2026, buying an estimated $17.7K and bringing the position to 417 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Fortitude Family Office first reported a position in HRB in Q4 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Fortitude Family Office held 417 shares of H&R Block worth $17K as of Q3 2026.
Fortitude Family Office bought 389 H&R Block shares in Q3 2026, an estimated $17.7K.
H&R Block made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #932 holding.
Fortitude Family Office first reported a position in H&R Block in Q4 2023 and has held it in 12 quarters since.
50 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.