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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Advisory Services's HRB Position: Q2 2026 in Review

Kestra Advisory Services sold out of H&R Block (HRB) in Q2 2026, closing a stake of 38,521 shares — an estimated $1.22M sold.

Kestra Advisory Services first reported a position in HRB in Q2 2021 and held it in 20 quarters. The position peaked at $1.58M in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Kestra Advisory Services reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 38,521 H&R Block shares in Q2 2026, an estimated $1.22M.
Kestra Advisory Services first reported a position in H&R Block in Q2 2021 and held it in 20 quarters.
Kestra Advisory Services's H&R Block position peaked at $1.58M in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.