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 Q3	$123K	Buy	3,012 +2,341	+349%	+$107K	0.01%	748
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	+$1.08K	﹤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

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's HRB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its H&R Block (HRB) stake by 349% in Q3 2026, buying an estimated $107K and bringing the position to 3,012 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #748.

Pinnacle Wealth Planning Services first reported a position in HRB in Q4 2020 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Pinnacle Wealth Planning Services held 3,012 shares of H&R Block worth $123K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2,341 H&R Block shares in Q3 2026, an estimated $107K.
H&R Block made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #748 holding.
Pinnacle Wealth Planning Services first reported a position in H&R Block in Q4 2020 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.