Midwest Trust
HRB icon

Midwest Trust’s H&R Block HRB Stock Holding History

Midwest 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 		$6.8M Buy
166,501
+2,842
+2% +$129K 0.08% 183
2026
Q2 		$6.23M Sell
163,659
-3,479
-2% -$121K 0.07% 197
2026
Q1 		$5.3M Sell
167,138
-3,190
-2% -$111K 0.07% 202
2025
Q4 		$7.42M Sell
170,328
-3,442
-2% -$161K 0.09% 174
2025
Q3 		$8.79M Sell
173,770
-2,550
-1% -$135K 0.11% 161
2025
Q2 		$9.7M Buy
+176,320
New +$10.2M 0.13% 151

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
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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Midwest Trust's HRB Position: Q3 2026 in Review

Midwest Trust increased its H&R Block (HRB) stake by 1.7% in Q3 2026, buying an estimated $129K and bringing the position to 166,501 shares worth $6.8M. The position accounts for 0.08% of the portfolio, ranked #183.

Midwest Trust first reported a position in HRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.7M in Q2 2025. 93 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Midwest Trust held 166,501 shares of H&R Block worth $6.8M as of Q3 2026.
  • Midwest Trust bought 2,842 H&R Block shares in Q3 2026, an estimated $129K.
  • H&R Block made up 0.08% of Midwest Trust's portfolio in Q3 2026, its #183 holding.
  • Midwest Trust first reported a position in H&R Block in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's H&R Block position peaked at $9.7M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.