Inlet Private Wealth
HRB icon

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
Q3 		$4.65M Hold
113,852
– – 1.13% 30
2026
Q2 		$4.34M Buy
113,852
+11,100
+11% +$387K 1.05% 32
2026
Q1 		$3.26M Buy
+102,752
New +$3.58M 0.83% 39

Other funds holding HRB

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Inlet Private Wealth's HRB Position: Q3 2026 in Review

Inlet Private Wealth held its H&R Block (HRB) position steady in Q3 2026 at 113,852 shares worth $4.65M. The position accounts for 1.13% of the portfolio, ranked #30.

Inlet Private Wealth first reported a position in HRB in Q1 2026 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Inlet Private Wealth held 113,852 shares of H&R Block worth $4.65M as of Q3 2026.
  • Inlet Private Wealth left its H&R Block share count unchanged in Q3 2026.
  • H&R Block made up 1.13% of Inlet Private Wealth's portfolio in Q3 2026, its #30 holding.
  • Inlet Private Wealth first reported a position in H&R Block in Q1 2026 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.