Plante Moran Financial Advisors’s H&R Block HRB Stock Holding History

Plante Moran Financial 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	$228	Buy	+6	New	+$209	﹤0.01%	1417
2026 Q1	–	Sell	-4	Closed	-$174	–	799
2025 Q4	$174	Buy	+4	New	+$187	﹤0.01%	787
2017 Q2	–	Sell	-365	Closed	-$8K	–	865
2017 Q1	$8K	Hold	365	–	–	﹤0.01%	615
2016 Q4	$8K	Hold	365	–	–	0.01%	624
2016 Q3	$8K	Buy	365 +175	+92%	+$4.09K	0.01%	617
2016 Q2	$4K	Buy	+190	New	+$4.22K	﹤0.01%	674

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's HRB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in H&R Block (HRB) in Q2 2026: 6 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HRB as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in HRB in Q2 2016 and has held it in 6 quarters since. The position peaked at $8K in Q1 2017. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Plante Moran Financial Advisors held 6 shares of H&R Block worth $228 as of Q2 2026.
H&R Block was a new Plante Moran Financial Advisors position in Q2 2026.
H&R Block made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1417 holding.
Plante Moran Financial Advisors first reported a position in H&R Block in Q2 2016 and has held it in 6 quarters since.
Plante Moran Financial Advisors's H&R Block position peaked at $8K in Q1 2017.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.