MASECO Private Wealth
HRB icon

MASECO Private Wealth’s H&R Block HRB Stock Holding History

MASECO Private Wealth’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
Q3 		$1.43K Buy
+35
New +$1.59K ﹤0.01% 458
2026
Q2 		– Sell
-13
Closed -$415 – 343
2026
Q1 		$415 Buy
+13
New +$453 ﹤0.01% 375
2025
Q3 		– Sell
-13
Closed -$713 – 373
2025
Q2 		$713 Buy
+13
New +$751 ﹤0.01% 491

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

MASECO Private Wealth's HRB Position: Q3 2026 in Review

MASECO Private Wealth opened a new position in H&R Block (HRB) in Q3 2026: 35 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: MASECO Private Wealth previously reported a position in HRB as recently as Q1 2026.

MASECO Private Wealth first reported a position in HRB in Q2 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • MASECO Private Wealth held 35 shares of H&R Block worth $1.43K as of Q3 2026.
  • H&R Block was a new MASECO Private Wealth position in Q3 2026.
  • H&R Block made up ﹤0.01% of MASECO Private Wealth's portfolio in Q3 2026, its #458 holding.
  • MASECO Private Wealth first reported a position in H&R Block in Q2 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.