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

Kingsview 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 		$5.11M Sell
134,228
-82,332
-38% -$2.87M 0.06% 289
2026
Q1 		$6.87M Buy
216,560
+51,129
+31% +$1.78M 0.09% 227
2025
Q4 		$7.21M Sell
165,431
-27,831
-14% -$1.3M 0.1% 196
2025
Q3 		$9.77M Buy
193,262
+187,702
+3,376% +$9.92M 0.15% 135
2025
Q2 		$305K Sell
5,560
-100
-2% -$5.78K 0.01% 937
2025
Q1 		$311K Hold
5,660
– – 0.01% 878
2024
Q4 		$299K Sell
5,660
-7
-0.1% -$411 0.01% 904
2024
Q3 		$360K Buy
5,667
+410
+8% +$24.4K 0.01% 819
2024
Q2 		$285K Sell
5,257
-1,250
-19% -$62.2K 0.01% 858
2024
Q1 		$320K Sell
6,507
-311
-5% -$14.8K 0.01% 796
2023
Q4 		$330K Hold
6,818
– – 0.01% 733
2023
Q3 		$294K Sell
6,818
-1,268
-16% -$46.8K 0.01% 751
2023
Q2 		$258K Sell
8,086
-693
-8% -$22.4K 0.01% 792
2023
Q1 		$309K Sell
8,779
-25,540
-74% -$945K 0.01% 703
2022
Q4 		$1.25M Sell
34,319
-7,919
-19% -$322K 0.05% 303
2022
Q3 		$1.8M Buy
42,238
+32,867
+351% +$1.39M 0.09% 243
2022
Q2 		$331K Sell
9,371
-21,646
-70% -$668K 0.02% 631
2022
Q1 		$808K Sell
31,017
-243
-0.8% -$5.9K 0.04% 453
2021
Q4 		$736K Sell
31,260
-46,557
-60% -$1.13M 0.03% 487
2021
Q3 		$1.95M Buy
77,817
+65,350
+524% +$1.63M 0.09% 227
2021
Q2 		$296K Hold
12,467
– – 0.01% 702
2021
Q1 		$278K Buy
12,467
+1,750
+16% +$33.1K 0.02% 673
2020
Q4 		$170K Sell
10,717
-8,766
-45% -$151K 0.01% 668
2020
Q3 		$317K Buy
+19,483
New +$286K 0.03% 465

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

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

Kingsview Wealth Management reduced its H&R Block (HRB) stake by 38% in Q2 2026, selling an estimated $2.87M and leaving 134,228 shares worth $5.11M. The position accounts for 0.06% of the portfolio, ranked #289.

Kingsview Wealth Management first reported a position in HRB in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.77M in Q3 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Kingsview Wealth Management held 134,228 shares of H&R Block worth $5.11M as of Q2 2026.
  • Kingsview Wealth Management sold 82,332 H&R Block shares in Q2 2026, an estimated $2.87M.
  • H&R Block made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Kingsview Wealth Management first reported a position in H&R Block in Q3 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's H&R Block position peaked at $9.77M in Q3 2025.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.