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Physician Wealth Advisors’s H&R Block HRB Stock Holding History

Physician Wealth Advisors’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 		$610 Buy
+16
New +$557 ﹤0.01% 2016

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
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
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

Physician Wealth Advisors's HRB Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in H&R Block (HRB) in Q2 2026: 16 shares worth $610. The stake represents ﹤0.01% of the portfolio and ranks #2016 among its holdings.

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

  • Physician Wealth Advisors held 16 shares of H&R Block worth $610 as of Q2 2026.
  • H&R Block was a new Physician Wealth Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2016 holding.
  • 84 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.