JWA
HRB icon

JFS Wealth Advisors’s H&R Block HRB Stock Holding History

JFS Wealth Advisors’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 		$3.08K Sell
81
-1
-1% -$35 ﹤0.01% 1465
2026
Q1 		$2.6K Sell
82
-54
-40% -$1.88K ﹤0.01% 1430
2025
Q4 		$5.94K Buy
136
+23
+20% +$1.07K ﹤0.01% 1172
2025
Q3 		$5.71K Sell
113
-1
-0.9% -$53 ﹤0.01% 1069
2025
Q2 		$6.26K Hold
114
– – ﹤0.01% 1008
2025
Q1 		$6.26K Sell
114
-16
-12% -$855 ﹤0.01% 1033
2024
Q4 		$6.87K Sell
130
-36
-22% -$2.12K ﹤0.01% 992
2024
Q3 		$10.6K Buy
166
+3
+2% +$179 ﹤0.01% 835
2024
Q2 		$8.84K Buy
163
+33
+25% +$1.64K ﹤0.01% 835
2024
Q1 		$6.38K Sell
130
-1
-0.8% -$48 ﹤0.01% 1008
2023
Q4 		$6.34K Buy
131
+24
+22% +$1.07K ﹤0.01% 961
2023
Q3 		$4.61K Hold
107
– – ﹤0.01% 1019
2023
Q2 		$3.41K Hold
107
– – ﹤0.01% 1184
2023
Q1 		$3.77K Sell
107
-23
-18% -$851 ﹤0.01% 1110
2022
Q4 		$4.75K Sell
130
-10
-7% -$406 ﹤0.01% 1009
2022
Q3 		$6K Sell
140
-2
-1% -$85 ﹤0.01% 917
2022
Q2 		$5K Buy
142
+63
+80% +$1.95K ﹤0.01% 984
2022
Q1 		$2K Buy
79
+51
+182% +$1.24K ﹤0.01% 1426
2021
Q4 		$1K Buy
+28
New +$679 ﹤0.01% 1399

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

JFS Wealth Advisors's HRB Position: Q2 2026 in Review

JFS Wealth Advisors reduced its H&R Block (HRB) stake by 1.2% in Q2 2026, selling an estimated $35 and leaving 81 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

JFS Wealth Advisors first reported a position in HRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.6K in Q3 2024. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • JFS Wealth Advisors held 81 shares of H&R Block worth $3.08K as of Q2 2026.
  • JFS Wealth Advisors sold 1 H&R Block share in Q2 2026, an estimated $35.
  • H&R Block made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1465 holding.
  • JFS Wealth Advisors first reported a position in H&R Block in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's H&R Block position peaked at $10.6K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.