Meriwether Wealth & Planning’s H&R Block HRB Stock Holding History

Meriwether Wealth & Planning’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	$4.25K	Buy	+104	New	+$4.73K	﹤0.01%	537

Other funds holding HRB

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Meriwether Wealth & Planning's HRB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in H&R Block (HRB) in Q3 2026: 104 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings.

141 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Meriwether Wealth & Planning held 104 shares of H&R Block worth $4.25K as of Q3 2026.
H&R Block was a new Meriwether Wealth & Planning position in Q3 2026.
H&R Block made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #537 holding.
141 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.