HAP
HRB icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Harbor Asset Planning's HRB Position: Q2 2026 in Review

Harbor Asset Planning held its H&R Block (HRB) position steady in Q2 2026 at 379 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Harbor Asset Planning first reported a position in HRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.8K in Q2 2025. 108 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Harbor Asset Planning held 379 shares of H&R Block worth $14.4K as of Q2 2026.
  • Harbor Asset Planning left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #329 holding.
  • Harbor Asset Planning first reported a position in H&R Block in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's H&R Block position peaked at $20.8K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.