MFG
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Merit Financial Group’s H&R Block HRB Stock Holding History

Merit Financial 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
Q2 		$1.57M Buy
41,326
+22,320
+117% +$778K 0.01% 856
2026
Q1 		$603K Buy
19,006
+5,424
+40% +$189K ﹤0.01% 1256
2025
Q4 		$592K Buy
13,582
+1,244
+10% +$58.2K ﹤0.01% 1198
2025
Q3 		$624K Buy
12,338
+3,482
+39% +$184K 0.01% 1058
2025
Q2 		$486K Buy
8,856
+2,060
+30% +$119K 0.01% 1120
2025
Q1 		$373K Sell
6,796
-59
-0.9% -$3.15K 0.01% 1051
2024
Q4 		$362K Buy
+6,855
New +$403K 0.01% 848
2024
Q3 		– Sell
-5,976
Closed -$324K – 889
2024
Q2 		$324K Buy
+5,976
New +$298K 0.01% 695
2023
Q1 		– Sell
-11,246
Closed -$411K – 669
2022
Q4 		$411K Buy
11,246
+4
+0% +$163 0.01% 470
2022
Q3 		$478K Buy
11,242
+82
+0.7% +$3.47K 0.02% 367
2022
Q2 		$394K Buy
+11,160
New +$345K 0.01% 397

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Merit Financial Group's HRB Position: Q2 2026 in Review

Merit Financial Group increased its H&R Block (HRB) stake by 117% in Q2 2026, buying an estimated $778K and bringing the position to 41,326 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #856.

Merit Financial Group first reported a position in HRB in Q2 2022 and has held it in 11 quarters since. 91 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Merit Financial Group held 41,326 shares of H&R Block worth $1.57M as of Q2 2026.
  • Merit Financial Group bought 22,320 H&R Block shares in Q2 2026, an estimated $778K.
  • H&R Block made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #856 holding.
  • Merit Financial Group first reported a position in H&R Block in Q2 2022 and has held it in 11 quarters since.
  • 91 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.