High Point Wealth Management
HRB icon

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

High Point 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
Q3 		$48.2K Buy
1,180
+12
+1% +$546 0.04% 152
2026
Q2 		$44.5K Buy
1,168
+16
+1% +$557 0.04% 147
2026
Q1 		$36.6K Sell
1,152
-1,131
-50% -$39.4K 0.04% 158
2025
Q4 		$99.5K Buy
+2,283
New +$107K 0.09% 113

Other funds holding HRB

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

High Point Wealth Management's HRB Position: Q3 2026 in Review

High Point Wealth Management increased its H&R Block (HRB) stake by 1% in Q3 2026, buying an estimated $546 and bringing the position to 1,180 shares worth $48.2K. The position accounts for 0.04% of the portfolio, ranked #152.

High Point Wealth Management first reported a position in HRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $99.5K in Q4 2025. 306 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • High Point Wealth Management held 1,180 shares of H&R Block worth $48.2K as of Q3 2026.
  • High Point Wealth Management bought 12 H&R Block shares in Q3 2026, an estimated $546.
  • H&R Block made up 0.04% of High Point Wealth Management's portfolio in Q3 2026, its #152 holding.
  • High Point Wealth Management first reported a position in H&R Block in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's H&R Block position peaked at $99.5K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.