GBT
HRB icon

Grove Bank & Trust’s H&R Block HRB Stock Holding History

Grove Bank & Trust’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 		$4.3K Hold
113
– – ﹤0.01% 745
2026
Q1 		$3.59K Hold
113
– – ﹤0.01% 741
2025
Q4 		$4.92K Hold
113
– – ﹤0.01% 725
2025
Q3 		$5.71K Sell
113
-58
-34% -$3.06K ﹤0.01% 685
2025
Q2 		$9.39K Buy
171
+20
+13% +$1.16K ﹤0.01% 624
2025
Q1 		$8.29K Buy
151
+93
+160% +$4.97K ﹤0.01% 608
2024
Q4 		$3.06K Buy
+58
New +$3.41K ﹤0.01% 652
2023
Q2 		– Sell
-105
Closed -$3.7K – 681
2023
Q1 		$3.7K Buy
+105
New +$3.88K ﹤0.01% 592
2017
Q4 		– Sell
-280
Closed -$7K – 542
2017
Q3 		$7K Hold
280
– – ﹤0.01% 497
2017
Q2 		$9K Hold
280
– – 0.01% 486
2017
Q1 		$7K Hold
280
– – 0.01% 375
2016
Q4 		$6K Buy
+280
New +$6.4K ﹤0.01% 435

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return