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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Point Wealth Management's HRB Position: Q2 2026 in Review

High Point Wealth Management increased its H&R Block (HRB) stake by 1.4% in Q2 2026, buying an estimated $557 and bringing the position to 1,168 shares worth $44.5K. The position accounts for 0.04% of the portfolio, ranked #147.

High Point Wealth Management first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.5K in Q4 2025. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • High Point Wealth Management held 1,168 shares of H&R Block worth $44.5K as of Q2 2026.
  • High Point Wealth Management bought 16 H&R Block shares in Q2 2026, an estimated $557.
  • H&R Block made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #147 holding.
  • High Point Wealth Management first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's H&R Block position peaked at $99.5K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.