BPI
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BFC Planning, Inc.’s H&R Block HRB Stock Holding History

BFC Planning, Inc.’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 		$99K Hold
2,599
– – ﹤0.01% 1243
2026
Q1 		$82.5K Buy
2,599
+94
+4% +$3.28K ﹤0.01% 1171
2025
Q4 		$109K Buy
2,505
+160
+7% +$7.48K ﹤0.01% 1080
2025
Q3 		$119K Sell
2,345
-53
-2% -$2.8K 0.01% 859
2025
Q2 		$132K Hold
2,398
– – 0.01% 775
2025
Q1 		$132K Hold
2,398
– – 0.01% 765
2024
Q4 		$127K Buy
+2,398
New +$141K 0.01% 765

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s HRB Position: Q2 2026 in Review

BFC Planning, Inc. held its H&R Block (HRB) position steady in Q2 2026 at 2,599 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

BFC Planning, Inc. first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q1 2025. 543 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • BFC Planning, Inc. held 2,599 shares of H&R Block worth $99K as of Q2 2026.
  • BFC Planning, Inc. left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1243 holding.
  • BFC Planning, Inc. first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s H&R Block position peaked at $132K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.