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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Inlet Private Wealth's HRB Position: Q2 2026 in Review

Inlet Private Wealth increased its H&R Block (HRB) stake by 11% in Q2 2026, buying an estimated $387K and bringing the position to 113,852 shares worth $4.34M. The position accounts for 1.05% of the portfolio, ranked #32.

Inlet Private Wealth first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Inlet Private Wealth held 113,852 shares of H&R Block worth $4.34M as of Q2 2026.
  • Inlet Private Wealth bought 11,100 H&R Block shares in Q2 2026, an estimated $387K.
  • H&R Block made up 1.05% of Inlet Private Wealth's portfolio in Q2 2026, its #32 holding.
  • Inlet Private Wealth first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.