NAM
HRB icon

NorthCrest Asset Manangement’s H&R Block HRB Stock Holding History

NorthCrest Asset Manangement’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 		$438K Buy
+11,317
New +$394K 0.01% 606

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement's HRB Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in H&R Block (HRB) in Q2 2026: 11,317 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #606 among its holdings.

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

  • NorthCrest Asset Manangement held 11,317 shares of H&R Block worth $438K as of Q2 2026.
  • H&R Block was a new NorthCrest Asset Manangement position in Q2 2026.
  • H&R Block made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #606 holding.
  • 65 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.