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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's HRB Position: Q1 2026 in Review

Kestra Advisory Services increased its H&R Block (HRB) stake by 22% in Q1 2026, buying an estimated $239K and bringing the position to 38,521 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Kestra Advisory Services first reported a position in HRB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Kestra Advisory Services held 38,521 shares of H&R Block worth $1.22M as of Q1 2026.
Kestra Advisory Services bought 6,858 H&R Block shares in Q1 2026, an estimated $239K.
H&R Block made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1592 holding.
Kestra Advisory Services first reported a position in H&R Block in Q2 2021 and has held it in 20 quarters since.
Kestra Advisory Services's H&R Block position peaked at $1.58M in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.