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Medallion Wealth Advisors’s H&R Block HRB Stock Holding History

Medallion Wealth Advisors’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
Q1 		$76.2K Hold
2,400
– – 0.02% 398
2025
Q4 		$105K Hold
2,400
– – 0.04% 354
2025
Q3 		$121K Hold
2,400
– – 0.04% 323
2025
Q2 		$134K Buy
+2,400
New +$139K 0.05% 297

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's HRB Position: Q1 2026 in Review

Medallion Wealth Advisors held its H&R Block (HRB) position steady in Q1 2026 at 2,400 shares worth $76.2K. The position accounts for 0.02% of the portfolio, ranked #398.

Medallion Wealth Advisors first reported a position in HRB in Q2 2025 and has held it in 4 quarters since. The position peaked at $134K in Q2 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Medallion Wealth Advisors held 2,400 shares of H&R Block worth $76.2K as of Q1 2026.
  • Medallion Wealth Advisors left its H&R Block share count unchanged in Q1 2026.
  • H&R Block made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #398 holding.
  • Medallion Wealth Advisors first reported a position in H&R Block in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's H&R Block position peaked at $134K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.