Mather Group
HRB icon

Mather Group’s H&R Block HRB Stock Holding History

Mather 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
Q3 		$28.9K Buy
708
+177
+33% +$8.06K ﹤0.01% 1332
2026
Q2 		$20.2K Hold
531
– – ﹤0.01% 1327
2026
Q1 		$16.9K Buy
+531
New +$18.5K ﹤0.01% 1322
2025
Q4 		– Sell
-685
Closed -$34.6K – 1082
2025
Q3 		$34.6K Buy
+685
New +$36.2K ﹤0.01% 992
2025
Q2 		– Sell
-710
Closed -$39K – 1096
2025
Q1 		$39K Buy
710
+135
+23% +$7.22K ﹤0.01% 941
2024
Q4 		$30.4K Hold
575
– – ﹤0.01% 975
2024
Q3 		$36.6K Hold
575
– – ﹤0.01% 942
2024
Q2 		$28.2K Hold
575
– – ﹤0.01% 1175
2024
Q1 		$27.8K Buy
+575
New +$27.3K ﹤0.01% 990

Other funds holding HRB

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return

Mather Group's HRB Position: Q3 2026 in Review

Mather Group increased its H&R Block (HRB) stake by 33% in Q3 2026, buying an estimated $8.06K and bringing the position to 708 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Mather Group first reported a position in HRB in Q1 2024 and has held it in 9 quarters since. The position peaked at $39K in Q1 2025. 97 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Mather Group held 708 shares of H&R Block worth $28.9K as of Q3 2026.
  • Mather Group bought 177 H&R Block shares in Q3 2026, an estimated $8.06K.
  • H&R Block made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1332 holding.
  • Mather Group first reported a position in H&R Block in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's H&R Block position peaked at $39K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.