Keating Financial Advisory Services’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.29K Buy
139
+23
+20% +$801 ﹤0.01% 1533
2026
Q1
$3.68K Sell
116
-66
-36% -$2.3K ﹤0.01% 1589
2025
Q4
$7.93K Buy
+182
New +$8.51K ﹤0.01% 1163

Other funds holding HRB

Keating Financial Advisory Services's HRB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its H&R Block (HRB) stake by 20% in Q2 2026, buying an estimated $801 and bringing the position to 139 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Keating Financial Advisory Services first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.93K in Q4 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Keating Financial Advisory Services held 139 shares of H&R Block worth $5.29K as of Q2 2026.
  • Keating Financial Advisory Services bought 23 H&R Block shares in Q2 2026, an estimated $801.
  • H&R Block made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1533 holding.
  • Keating Financial Advisory Services first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's H&R Block position peaked at $7.93K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.