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

Magnolia 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	–	Sell	-30	Closed	-$952	–	96
2026 Q1	$952	Buy	+30	New	+$1.04K	﹤0.01%	205

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

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

Magnolia Wealth Management sold out of H&R Block (HRB) in Q2 2026, closing a stake of 30 shares — an estimated $952 sold.

Magnolia Wealth Management first reported a position in HRB in Q1 2026 and held it in 1 quarter. The position peaked at $952 in Q1 2026. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Magnolia Wealth Management reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 30 H&R Block shares in Q2 2026, an estimated $952.
Magnolia Wealth Management first reported a position in H&R Block in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's H&R Block position peaked at $952 in Q1 2026.
537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.