HWM
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HB Wealth Management’s H&R Block HRB Stock Holding History

HB Wealth Management’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 		$894K Buy
23,475
+7,708
+49% +$269K 0.01% 797
2026
Q1 		$500K Buy
15,767
+4,734
+43% +$165K ﹤0.01% 979
2025
Q4 		$481K Buy
11,033
+5,613
+104% +$262K ﹤0.01% 923
2025
Q3 		$274K Buy
5,420
+1,212
+29% +$64K ﹤0.01% 1116
2025
Q2 		$231K Buy
4,208
+12
+0.3% +$693 ﹤0.01% 1052
2025
Q1 		$230K Buy
+4,196
New +$224K ﹤0.01% 1082

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HB Wealth Management's HRB Position: Q2 2026 in Review

HB Wealth Management increased its H&R Block (HRB) stake by 49% in Q2 2026, buying an estimated $269K and bringing the position to 23,475 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #797.

HB Wealth Management first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • HB Wealth Management held 23,475 shares of H&R Block worth $894K as of Q2 2026.
  • HB Wealth Management bought 7,708 H&R Block shares in Q2 2026, an estimated $269K.
  • H&R Block made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #797 holding.
  • HB Wealth Management first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.