JSW
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Journey Strategic Wealth’s H&R Block HRB Stock Holding History

Journey Strategic 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
Q1 		$409K Buy
12,879
+410
+3% +$14.3K 0.01% 409
2025
Q4 		$543K Buy
12,469
+341
+3% +$15.9K 0.01% 291
2025
Q3 		$613K Sell
12,128
-1,043
-8% -$55.1K 0.02% 247
2025
Q2 		$723K Buy
13,171
+1,414
+12% +$81.7K 0.02% 216
2025
Q1 		$646K Buy
11,757
+6,208
+112% +$332K 0.02% 192
2024
Q4 		$293K Buy
+5,549
New +$326K 0.01% 335

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's HRB Position: Q1 2026 in Review

Journey Strategic Wealth increased its H&R Block (HRB) stake by 3.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 12,879 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #409.

Journey Strategic Wealth first reported a position in HRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $723K in Q2 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Journey Strategic Wealth held 12,879 shares of H&R Block worth $409K as of Q1 2026.
  • Journey Strategic Wealth bought 410 H&R Block shares in Q1 2026, an estimated $14.3K.
  • H&R Block made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #409 holding.
  • Journey Strategic Wealth first reported a position in H&R Block in Q4 2024 and has held it in 6 quarters since.
  • Journey Strategic Wealth's H&R Block position peaked at $723K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.