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

JPL 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 		$2.55K Buy
67
+29
+76% +$1.01K ﹤0.01% 996
2026
Q1 		$1.21K Buy
+38
New +$1.32K ﹤0.01% 1143

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

JPL Wealth Management's HRB Position: Q2 2026 in Review

JPL Wealth Management increased its H&R Block (HRB) stake by 76% in Q2 2026, buying an estimated $1.01K and bringing the position to 67 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

JPL Wealth Management first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • JPL Wealth Management held 67 shares of H&R Block worth $2.55K as of Q2 2026.
  • JPL Wealth Management bought 29 H&R Block shares in Q2 2026, an estimated $1.01K.
  • H&R Block made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #996 holding.
  • JPL Wealth Management first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.