MPWT
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MassMutual Private Wealth & Trust’s H&R Block HRB Stock Holding History

MassMutual Private Wealth & Trust’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 		$34.1K Sell
834
-61
-7% -$2.78K ﹤0.01% 868
2026
Q2 		$34.1K Buy
895
+314
+54% +$10.9K ﹤0.01% 925
2026
Q1 		$18.4K Buy
581
+475
+448% +$16.6K ﹤0.01% 1117
2025
Q4 		$4.62K Sell
106
-52
-33% -$2.43K ﹤0.01% 1706
2025
Q3 		$7.99K Sell
158
-66
-29% -$3.49K ﹤0.01% 1482
2025
Q2 		$12.3K Buy
224
+8
+4% +$462 ﹤0.01% 1276
2025
Q1 		$11.9K Sell
216
-15
-6% -$802 ﹤0.01% 1242
2024
Q4 		$12.2K Buy
231
+63
+38% +$3.7K ﹤0.01% 1180
2024
Q3 		$10.7K Buy
168
+37
+28% +$2.21K ﹤0.01% 1112
2024
Q2 		$7.1K Hold
131
– – ﹤0.01% 1200
2024
Q1 		$6.43K Hold
131
– – ﹤0.01% 1183
2023
Q4 		$6.34K Buy
131
+3
+2% +$134 ﹤0.01% 1173
2023
Q3 		$5.51K Sell
128
-13
-9% -$480 ﹤0.01% 1216
2023
Q2 		$4.49K Buy
141
+24
+21% +$775 ﹤0.01% 1241
2023
Q1 		$4.12K Hold
117
– – ﹤0.01% 1200
2022
Q4 		$4K Hold
117
– – ﹤0.01% 1069
2022
Q3 		$5K Hold
117
– – ﹤0.01% 943
2022
Q2 		$4K Hold
117
– – ﹤0.01% 966
2022
Q1 		$3K Buy
117
+85
+266% +$2.06K ﹤0.01% 1047
2021
Q4 		$1K Sell
32
-235
-88% -$5.7K ﹤0.01% 1227
2021
Q3 		$7K Buy
267
+235
+734% +$5.85K ﹤0.01% 790
2021
Q2 		$1K Hold
32
– – ﹤0.01% 1136
2021
Q1 		$1K Buy
+32
New +$605 ﹤0.01% 975
2020
Q3 		– Sell
-143
Closed -$2K – 772
2020
Q2 		$2K Buy
+143
New +$2.26K ﹤0.01% 659
2016
Q2 		$667 Buy
+29
New +$645 ﹤0.01% 712

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust's HRB Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its H&R Block (HRB) stake by 6.8% in Q3 2026, selling an estimated $2.78K and leaving 834 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

MassMutual Private Wealth & Trust first reported a position in HRB in Q2 2016 and has held it in 25 quarters since. The position peaked at $34.1K in Q2 2026. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • MassMutual Private Wealth & Trust held 834 shares of H&R Block worth $34.1K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 61 H&R Block shares in Q3 2026, an estimated $2.78K.
  • H&R Block made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #868 holding.
  • MassMutual Private Wealth & Trust first reported a position in H&R Block in Q2 2016 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's H&R Block position peaked at $34.1K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.