GI
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GAMMA Investing’s H&R Block HRB Stock Holding History

GAMMA Investing’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 		$195K Buy
4,763
+2,448
+106% +$111K 0.01% 1340
2026
Q2 		$88.2K Buy
2,315
+1,139
+97% +$39.7K ﹤0.01% 1902
2026
Q1 		$37.3K Sell
1,176
-1,446
-55% -$50.4K ﹤0.01% 2373
2025
Q4 		$114K Buy
2,622
+760
+41% +$35.5K 0.01% 1485
2025
Q3 		$94.2K Sell
1,862
-298
-14% -$15.7K 0.01% 1542
2025
Q2 		$119K Buy
2,160
+652
+43% +$37.7K 0.01% 1304
2025
Q1 		$82.8K Buy
1,508
+850
+129% +$45.4K 0.01% 1412
2024
Q4 		$34.8K Buy
658
+258
+65% +$15.2K ﹤0.01% 1943
2024
Q3 		$25.4K Buy
400
+34
+9% +$2.03K ﹤0.01% 1957
2024
Q2 		$19.8K Buy
366
+27
+8% +$1.34K ﹤0.01% 1865
2024
Q1 		$16.6K Hold
339
– – ﹤0.01% 1770
2023
Q4 		$15.9K Buy
+339
New +$15.1K ﹤0.01% 1646

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's HRB Position: Q3 2026 in Review

GAMMA Investing increased its H&R Block (HRB) stake by 106% in Q3 2026, buying an estimated $111K and bringing the position to 4,763 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #1340.

GAMMA Investing first reported a position in HRB in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • GAMMA Investing held 4,763 shares of H&R Block worth $195K as of Q3 2026.
  • GAMMA Investing bought 2,448 H&R Block shares in Q3 2026, an estimated $111K.
  • H&R Block made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1340 holding.
  • GAMMA Investing first reported a position in H&R Block in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.