IFS
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Ifrah Financial Services’s H&R Block HRB Stock Holding History

Ifrah Financial Services’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 		$736K Buy
18,018
+2,318
+15% +$105K 0.19% 90
2026
Q2 		$598K Sell
15,700
-100
-0.6% -$3.48K 0.15% 106
2026
Q1 		$501K Sell
15,800
-331
-2% -$11.5K 0.13% 108
2025
Q4 		$703K Sell
16,131
-301
-2% -$14.1K 0.18% 87
2025
Q3 		$831K Sell
16,432
-68
-0.4% -$3.59K 0.22% 77
2025
Q2 		$906K Sell
16,500
-182
-1% -$10.5K 0.25% 67
2025
Q1 		$916K Sell
16,682
-1,046
-6% -$55.9K 0.26% 65
2024
Q4 		$937K Sell
17,728
-578
-3% -$34K 0.26% 67
2024
Q3 		$1.16M Sell
18,306
-348
-2% -$20.7K 0.31% 63
2024
Q2 		$1.01M Sell
18,654
-1,941
-9% -$96.6K 0.29% 66
2024
Q1 		$1.01M Sell
20,595
-508
-2% -$24.1K 0.28% 65
2023
Q4 		$1.02M Sell
21,103
-1,161
-5% -$51.7K 0.3% 66
2023
Q3 		$959K Sell
22,264
-131
-0.6% -$4.84K 0.3% 66
2023
Q2 		$714K Sell
22,395
-153
-0.7% -$4.94K 0.22% 81
2023
Q1 		$795K Sell
22,548
-425
-2% -$15.7K 0.25% 72
2022
Q4 		$839K Sell
22,973
-752
-3% -$30.6K 0.28% 70
2022
Q3 		$1.01M Sell
23,725
-32
-0.1% -$1.35K 0.35% 58
2022
Q2 		$839K Buy
+23,757
New +$733K 0.27% 72

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Ifrah Financial Services's HRB Position: Q3 2026 in Review

Ifrah Financial Services increased its H&R Block (HRB) stake by 15% in Q3 2026, buying an estimated $105K and bringing the position to 18,018 shares worth $736K. The position accounts for 0.19% of the portfolio, ranked #90.

Ifrah Financial Services first reported a position in HRB in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q3 2024. 33 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Ifrah Financial Services held 18,018 shares of H&R Block worth $736K as of Q3 2026.
  • Ifrah Financial Services bought 2,318 H&R Block shares in Q3 2026, an estimated $105K.
  • H&R Block made up 0.19% of Ifrah Financial Services's portfolio in Q3 2026, its #90 holding.
  • Ifrah Financial Services first reported a position in H&R Block in Q2 2022 and has held it in 18 quarters since.
  • Ifrah Financial Services's H&R Block position peaked at $1.16M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Ifrah Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.