IWC
HRB icon

Integrated Wealth Concepts’s H&R Block HRB Stock Holding History

Integrated Wealth Concepts’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 		$700K Buy
18,388
+8,385
+84% +$292K ﹤0.01% 1579
2026
Q1 		$317K Sell
10,003
-5,980
-37% -$208K ﹤0.01% 1821
2025
Q4 		$697K Buy
15,983
+1,411
+10% +$66K 0.01% 940
2025
Q3 		$737K Buy
+14,572
New +$770K 0.01% 1144
2024
Q3 		– Sell
-12,177
Closed -$660K – 1706
2024
Q2 		$660K Buy
12,177
+128
+1% +$6.37K 0.01% 933
2024
Q1 		$592K Buy
+12,049
New +$572K 0.01% 974
2023
Q1 		– Sell
-8,959
Closed -$327K – 1369
2022
Q4 		$327K Buy
8,959
+745
+9% +$30.3K 0.01% 790
2022
Q3 		$349K Buy
+8,214
New +$348K 0.01% 692
2022
Q1 		– Sell
-11,810
Closed -$278K – 996
2021
Q4 		$278K Buy
11,810
+2,962
+33% +$71.8K 0.01% 807
2021
Q3 		$221K Buy
+8,848
New +$220K 0.01% 853

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

Integrated Wealth Concepts's HRB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its H&R Block (HRB) stake by 84% in Q2 2026, buying an estimated $292K and bringing the position to 18,388 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Integrated Wealth Concepts first reported a position in HRB in Q3 2021 and has held it in 10 quarters since. The position peaked at $737K in Q3 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Integrated Wealth Concepts held 18,388 shares of H&R Block worth $700K as of Q2 2026.
  • Integrated Wealth Concepts bought 8,385 H&R Block shares in Q2 2026, an estimated $292K.
  • H&R Block made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1579 holding.
  • Integrated Wealth Concepts first reported a position in H&R Block in Q3 2021 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's H&R Block position peaked at $737K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.