Harbor Asset Planning
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Harbor Asset Planning’s H&R Block HRB Stock Holding History

Harbor Asset Planning’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 		$15.6K Buy
383
+4
+1% +$182 0.01% 328
2026
Q2 		$14.4K Hold
379
– – 0.01% 329
2026
Q1 		$12K Hold
379
– – 0.01% 331
2025
Q4 		$16.5K Hold
379
– – 0.01% 310
2025
Q3 		$19.2K Hold
379
– – 0.02% 287
2025
Q2 		$20.8K Buy
+379
New +$21.9K 0.02% 276

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Harbor Asset Planning's HRB Position: Q3 2026 in Review

Harbor Asset Planning increased its H&R Block (HRB) stake by 1.1% in Q3 2026, buying an estimated $182 and bringing the position to 383 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #328.

Harbor Asset Planning first reported a position in HRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.8K in Q2 2025. 312 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Harbor Asset Planning held 383 shares of H&R Block worth $15.6K as of Q3 2026.
  • Harbor Asset Planning bought 4 H&R Block shares in Q3 2026, an estimated $182.
  • H&R Block made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #328 holding.
  • Harbor Asset Planning first reported a position in H&R Block in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's H&R Block position peaked at $20.8K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.