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Larson Financial Group’s H&R Block HRB Stock Holding History

Larson Financial Group’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 		$132K Buy
3,472
+1,699
+96% +$59.2K ﹤0.01% 1038
2026
Q1 		$56.3K Buy
1,773
+1,363
+332% +$47.5K ﹤0.01% 1295
2025
Q4 		$17.9K Sell
410
-18
-4% -$841 ﹤0.01% 1782
2025
Q3 		$21.6K Buy
428
+100
+30% +$5.29K ﹤0.01% 1607
2025
Q2 		$18K Buy
328
+304
+1,267% +$17.6K ﹤0.01% 1536
2025
Q1 		$1.32K Buy
24
+3
+14% +$160 ﹤0.01% 2305
2024
Q4 		$1.11K Buy
+21
New +$1.23K ﹤0.01% 2017

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

Larson Financial Group's HRB Position: Q2 2026 in Review

Larson Financial Group increased its H&R Block (HRB) stake by 96% in Q2 2026, buying an estimated $59.2K and bringing the position to 3,472 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Larson Financial Group first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Larson Financial Group held 3,472 shares of H&R Block worth $132K as of Q2 2026.
  • Larson Financial Group bought 1,699 H&R Block shares in Q2 2026, an estimated $59.2K.
  • H&R Block made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1038 holding.
  • Larson Financial Group first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.