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Inlet Private Wealth’s H&R Block HRB Stock Holding History

Inlet Private Wealth’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
Q1 		$3.26M Buy
+102,752
New +$3.58M 0.83% 39

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inlet Private Wealth's HRB Position: Q1 2026 in Review

Inlet Private Wealth opened a new position in H&R Block (HRB) in Q1 2026: 102,752 shares worth $3.26M. The stake represents 0.83% of the portfolio and ranks #39 among its holdings.

481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Inlet Private Wealth held 102,752 shares of H&R Block worth $3.26M as of Q1 2026.
  • H&R Block was a new Inlet Private Wealth position in Q1 2026.
  • H&R Block made up 0.83% of Inlet Private Wealth's portfolio in Q1 2026, its #39 holding.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.