High Note Wealth’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.49K Buy
118
+15
+15% +$523 ﹤0.01% 637
2026
Q1
$3.27K Buy
+103
New +$3.59K ﹤0.01% 690

Other funds holding HRB

High Note Wealth's HRB Position: Q2 2026 in Review

High Note Wealth increased its H&R Block (HRB) stake by 15% in Q2 2026, buying an estimated $523 and bringing the position to 118 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

High Note Wealth first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • High Note Wealth held 118 shares of H&R Block worth $4.49K as of Q2 2026.
  • High Note Wealth bought 15 H&R Block shares in Q2 2026, an estimated $523.
  • H&R Block made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #637 holding.
  • High Note Wealth first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.