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Institute for Wealth Management’s H&R Block HRB Stock Holding History

Institute for Wealth Management’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 		$64.6K Buy
+1,697
New +$59.1K 0.01% 805
2025
Q4 		– Sell
-4,195
Closed -$212K – 561
2025
Q3 		$212K Buy
+4,195
New +$222K 0.02% 539
2019
Q1 		– Sell
-25,957
Closed -$657K – 460
2018
Q4 		$657K Buy
+25,957
New +$693K 0.27% 116

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

Institute for Wealth Management's HRB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 1,697 shares worth $64.6K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in HRB as recently as Q3 2025.

Institute for Wealth Management first reported a position in HRB in Q4 2018 and has held it in 3 quarters since. The position peaked at $657K in Q4 2018. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Institute for Wealth Management held 1,697 shares of H&R Block worth $64.6K as of Q2 2026.
  • H&R Block was a new Institute for Wealth Management position in Q2 2026.
  • H&R Block made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #805 holding.
  • Institute for Wealth Management first reported a position in H&R Block in Q4 2018 and has held it in 3 quarters since.
  • Institute for Wealth Management's H&R Block position peaked at $657K in Q4 2018.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.