Jackson Thornton Wealth Management’s H&R Block HRB Stock Holding History

Jackson Thornton 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	$314K	Buy	+8,249	New	+$287K	0.02%	273

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Thornton Wealth Management's HRB Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 8,249 shares worth $314K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Jackson Thornton Wealth Management held 8,249 shares of H&R Block worth $314K as of Q2 2026.
H&R Block was a new Jackson Thornton Wealth Management position in Q2 2026.
H&R Block made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #273 holding.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.