IFP Advisors’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 | $23K | Sell |
604
-585
| -49% | -$20.4K | ﹤0.01% | 2891 |
|
|
2026
Q1 | $37.7K | Sell |
1,189
-288
| -19% | -$10K | ﹤0.01% | 2405 |
|
|
2025
Q4 | $64.4K | Sell |
1,477
-4,097
| -74% | -$192K | ﹤0.01% | 2047 |
|
|
2025
Q3 | $282K | Sell |
5,574
-1,862
| -25% | -$98.4K | 0.01% | 1125 |
|
|
2025
Q2 | $441K | Sell |
7,436
-608
| -8% | -$35.1K | 0.01% | 888 |
|
|
2025
Q1 | $442K | Sell |
8,044
-1,626
| -17% | -$86.9K | 0.01% | 817 |
|
|
2024
Q4 | $511K | Buy |
9,670
+119
| +1% | +$6.99K | 0.02% | 727 |
|
|
2024
Q3 | $607K | Buy |
9,551
+5,846
| +158% | +$348K | 0.02% | 619 |
|
|
2024
Q2 | $201K | Buy |
3,705
+2,641
| +248% | +$131K | 0.01% | 1037 |
|
|
2024
Q1 | $52.2K | Sell |
1,064
-499
| -32% | -$23.7K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $75.6K | Buy |
1,563
+858
| +122% | +$38.2K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $30.4K | Sell |
705
-933
| -57% | -$34.4K | ﹤0.01% | 1763 |
|
|
2023
Q2 | $52.2K | Sell |
1,638
-51
| -3% | -$1.65K | ﹤0.01% | 1585 |
|
|
2023
Q1 | $47.1K | Sell |
1,689
-4,257
| -72% | -$157K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $180K | Sell |
5,946
-150
| -2% | -$6.1K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $197K | Buy |
6,096
+3,054
| +100% | +$129K | 0.01% | 1408 |
|
|
2022
Q2 | $89K | Hold |
3,042
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q1 | $89K | Sell |
3,042
-4,140
| -58% | -$100K | ﹤0.01% | 1762 |
|
|
2021
Q4 | $166K | Sell |
7,182
-409
| -5% | -$9.92K | ﹤0.01% | 1042 |
|
|
2021
Q3 | $188K | Sell |
7,591
-147
| -2% | -$3.66K | ﹤0.01% | 982 |
|
|
2021
Q2 | $178K | Sell |
7,738
-2,518
| -25% | -$59.6K | ﹤0.01% | 960 |
|
|
2021
Q1 | $226K | Buy |
10,256
+7,033
| +218% | +$133K | ﹤0.01% | 780 |
|
|
2020
Q4 | $51K | Sell |
3,223
-1,662
| -34% | -$28.7K | ﹤0.01% | 1430 |
|
|
2020
Q3 | $81K | Sell |
4,885
-8,197
| -63% | -$121K | ﹤0.01% | 1087 |
|
|
2020
Q2 | $183K | Sell |
13,082
-3,824
| -23% | -$60.4K | 0.01% | 702 |
|
|
2020
Q1 | $270K | Sell |
16,906
-6,927
| -29% | -$145K | 0.03% | 485 |
|
|
2019
Q4 | $558K | Buy |
23,833
+14,385
| +152% | +$345K | 0.04% | 409 |
|
|
2019
Q3 | $222K | Buy |
+9,448
| New | +$250K | 0.01% | 735 |
|
|
2019
Q1 | $82K | Sell |
3,400
-7,016
| -67% | -$172K | 0.01% | 764 |
|
|
2018
Q4 | $263K | Sell |
10,416
-656
| -6% | -$17.5K | 0.02% | 765 |
|
|
2018
Q3 | $285K | Sell |
11,072
-465
| -4% | -$11.8K | 0.01% | 903 |
|
|
2018
Q2 | $263K | Sell |
11,537
-140
| -1% | -$3.71K | 0.01% | 929 |
|
|
2018
Q1 | $306K | Hold |
11,677
| – | – | 0.01% | 813 |
|
|
2017
Q4 | $306K | Sell |
11,677
-5,500
| -32% | -$143K | 0.01% | 814 |
|
|
2017
Q3 | $455K | Sell |
17,177
-167
| -1% | -$4.85K | 0.02% | 726 |
|
|
2017
Q2 | $536K | Sell |
17,344
-1,270
| -7% | -$33.3K | 0.02% | 656 |
|
|
2017
Q1 | $433K | Sell |
18,614
-1,776
| -9% | -$39.7K | 0.02% | 745 |
|
|
2016
Q4 | $469K | Sell |
20,390
-1,675
| -8% | -$38.3K | 0.02% | 642 |
|
|
2016
Q3 | $511K | Buy |
22,065
+13,997
| +173% | +$327K | 0.03% | 558 |
|
|
2016
Q2 | $186K | Buy |
8,068
+4,668
| +137% | +$104K | 0.01% | 1002 |
|
|
2016
Q1 | $82K | Sell |
3,400
-2,595
| -43% | -$81.5K | 0.01% | 764 |
|
|
2015
Q4 | $200K | Buy |
+5,995
| New | +$213K | 0.01% | 835 |
|
Other funds holding HRB
IFP Advisors's HRB Position: Q2 2026 in Review
IFP Advisors reduced its H&R Block (HRB) stake by 49% in Q2 2026, selling an estimated $20.4K and leaving 604 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.
IFP Advisors first reported a position in HRB in Q4 2015 and has held it in 42 quarters since. The position peaked at $607K in Q3 2024. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- IFP Advisors held 604 shares of H&R Block worth $23K as of Q2 2026.
- IFP Advisors sold 585 H&R Block shares in Q2 2026, an estimated $20.4K.
- H&R Block made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2891 holding.
- IFP Advisors first reported a position in H&R Block in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's H&R Block position peaked at $607K in Q3 2024.
- 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.