KF
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Krilogy Financial’s H&R Block HRB Stock Holding History

Krilogy Financial’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 		$444K Buy
+11,663
New +$406K 0.01% 684
2025
Q4 		– Sell
-7,991
Closed -$404K – 950
2025
Q3 		$404K Buy
+7,991
New +$422K 0.02% 592

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

Krilogy Financial's HRB Position: Q2 2026 in Review

Krilogy Financial opened a new position in H&R Block (HRB) in Q2 2026: 11,663 shares worth $444K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in HRB as recently as Q3 2025.

Krilogy Financial first reported a position in HRB in Q3 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Krilogy Financial held 11,663 shares of H&R Block worth $444K as of Q2 2026.
  • H&R Block was a new Krilogy Financial position in Q2 2026.
  • H&R Block made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #684 holding.
  • Krilogy Financial first reported a position in H&R Block in Q3 2025 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.