Kestra Advisory Services
HRB icon

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

Kestra Advisory Services’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
Q3 		$255K Buy
+6,178
New +$281K ﹤0.01% 3099
2026
Q2 		– Sell
-38,521
Closed -$1.22M – 3305
2026
Q1 		$1.22M Buy
38,521
+6,858
+22% +$239K ﹤0.01% 1592
2025
Q4 		$1.38M Buy
31,663
+3,249
+11% +$152K 0.01% 1449
2025
Q3 		$1.44M Sell
28,414
-155
-0.5% -$8.19K 0.01% 1357
2025
Q2 		$1.57M Buy
28,569
+1,008
+4% +$58.2K 0.01% 1214
2025
Q1 		$1.51M Buy
27,561
+1,910
+7% +$102K 0.01% 1126
2024
Q4 		$1.36M Buy
25,651
+803
+3% +$47.2K 0.01% 1217
2024
Q3 		$1.58M Sell
24,848
-361
-1% -$21.5K 0.01% 1081
2024
Q2 		$1.37M Buy
25,209
+642
+3% +$32K 0.01% 1152
2024
Q1 		$1.21M Buy
24,567
+509
+2% +$24.2K 0.01% 1133
2023
Q4 		$1.16M Buy
24,058
+1,938
+9% +$86.4K 0.01% 1047
2023
Q3 		$952K Buy
22,120
+9,958
+82% +$368K 0.01% 1021
2023
Q2 		$388K Buy
12,162
+5,158
+74% +$167K ﹤0.01% 1447
2023
Q1 		$247K Sell
7,004
-1,817
-21% -$67.2K ﹤0.01% 1691
2022
Q4 		$322K Sell
8,821
-1,986
-18% -$80.7K ﹤0.01% 1689
2022
Q3 		$460K Sell
10,807
-89
-0.8% -$3.77K ﹤0.01% 1361
2022
Q2 		$385K Buy
10,896
+1,866
+21% +$57.6K ﹤0.01% 1471
2022
Q1 		$235K Sell
9,030
-1,391
-13% -$33.8K ﹤0.01% 1746
2021
Q4 		$246K Sell
10,421
-5,345
-34% -$130K ﹤0.01% 1742
2021
Q3 		$394K Buy
15,766
+570
+4% +$14.2K ﹤0.01% 1511
2021
Q2 		$357K Buy
+15,196
New +$360K ﹤0.01% 1467

Other funds holding HRB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Kestra Advisory Services's HRB Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in H&R Block (HRB) in Q3 2026: 6,178 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #3099 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in HRB as recently as Q1 2026.

Kestra Advisory Services first reported a position in HRB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q3 2024. 301 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Kestra Advisory Services held 6,178 shares of H&R Block worth $255K as of Q3 2026.
  • H&R Block was a new Kestra Advisory Services position in Q3 2026.
  • H&R Block made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3099 holding.
  • Kestra Advisory Services first reported a position in H&R Block in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's H&R Block position peaked at $1.58M in Q3 2024.
  • 301 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.