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Pinnacle Wealth Planning Services’s H&R Block HRB Stock Holding History

Pinnacle Wealth Planning Services’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 		$25.6K Sell
671
-9
-1% -$314 ﹤0.01% 1668
2026
Q1 		$21.6K Buy
680
+657
+2,857% +$22.9K ﹤0.01% 1658
2025
Q4 		$1K Buy
+23
New +$1.07K ﹤0.01% 2585
2021
Q1 		– Sell
-886
Closed -$14K – 1062
2020
Q4 		$14K Buy
+886
New +$15.3K ﹤0.01% 1285

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

Pinnacle Wealth Planning Services's HRB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its H&R Block (HRB) stake by 1.3% in Q2 2026, selling an estimated $314 and leaving 671 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Pinnacle Wealth Planning Services first reported a position in HRB in Q4 2020 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 671 shares of H&R Block worth $25.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 9 H&R Block shares in Q2 2026, an estimated $314.
  • H&R Block made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1668 holding.
  • Pinnacle Wealth Planning Services first reported a position in H&R Block in Q4 2020 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.