NWM
HRB icon

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

Navigoe 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 		$0 Buy
+3
New +$105 ﹤0.01% 747

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Navigoe Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

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

  • Navigoe Wealth Management held 3 shares of H&R Block worth $0 as of Q2 2026.
  • H&R Block was a new Navigoe Wealth Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #747 holding.
  • 536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.