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

Mosley 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 		$267 Buy
+7
New +$244 ﹤0.01% 699

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 7 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings.

259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Mosley Wealth Management held 7 shares of H&R Block worth $267 as of Q2 2026.
  • H&R Block was a new Mosley Wealth Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #699 holding.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.