GA
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GoalVest Advisory’s H&R Block HRB Stock Holding History

GoalVest Advisory’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 		$1.1K Buy
+27
New +$1.23K ﹤0.01% 681
2025
Q4 		– Sell
-170
Closed -$8.6K – 533
2025
Q3 		$8.6K Hold
170
– – ﹤0.01% 337
2025
Q2 		$9.33K Buy
+170
New +$9.82K ﹤0.01% 311
2024
Q2 		– Sell
-40
Closed -$1.96K – 356
2024
Q1 		$1.96K Sell
40
-20
-33% -$950 ﹤0.01% 370
2023
Q4 		$2.9K Buy
+60
New +$2.67K ﹤0.01% 314
2022
Q3 		– Sell
-600
Closed -$22K – 278
2022
Q2 		$22K Buy
600
+589
+5,355% +$18.2K 0.01% 214
2022
Q1 		$0 Buy
+11
New +$267 ﹤0.01% 432

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

GoalVest Advisory's HRB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in H&R Block (HRB) in Q3 2026: 27 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in HRB as recently as Q3 2025.

GoalVest Advisory first reported a position in HRB in Q1 2022 and has held it in 7 quarters since. The position peaked at $22K in Q2 2022. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • GoalVest Advisory held 27 shares of H&R Block worth $1.1K as of Q3 2026.
  • H&R Block was a new GoalVest Advisory position in Q3 2026.
  • H&R Block made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #681 holding.
  • GoalVest Advisory first reported a position in H&R Block in Q1 2022 and has held it in 7 quarters since.
  • GoalVest Advisory's H&R Block position peaked at $22K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.