MOKAN Wealth Management’s H&R Block HRB Stock Holding History

MOKAN Wealth Management’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	$245K	Buy	6,434 +83	+1%	+$2.89K	0.09%	90
2026 Q1	$202K	Buy	6,351 +60	+1%	+$2.09K	0.09%	109
2025 Q4	$274K	Buy	6,291 +51	+0.8%	+$2.38K	0.12%	88
2025 Q3	$316K	Buy	6,240 +41	+0.7%	+$2.17K	0.16%	76
2025 Q2	$340K	Buy	6,199 +41	+0.7%	+$2.37K	0.19%	70
2025 Q1	$338K	Sell	6,158 -850	-12%	-$45.4K	0.2%	68
2024 Q4	$370K	Buy	+7,008	New	+$412K	0.24%	68

Other funds holding HRB

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MOKAN Wealth Management's HRB Position: Q2 2026 in Review

MOKAN Wealth Management increased its H&R Block (HRB) stake by 1.3% in Q2 2026, buying an estimated $2.89K and bringing the position to 6,434 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #90.

MOKAN Wealth Management first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q4 2024. 176 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

MOKAN Wealth Management held 6,434 shares of H&R Block worth $245K as of Q2 2026.
MOKAN Wealth Management bought 83 H&R Block shares in Q2 2026, an estimated $2.89K.
H&R Block made up 0.09% of MOKAN Wealth Management's portfolio in Q2 2026, its #90 holding.
MOKAN Wealth Management first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's H&R Block position peaked at $370K in Q4 2024.
176 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.