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Polaris Financial Partners’s H&R Block HRB Stock Holding History

Polaris Financial Partners’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 		$2K Buy
+44
New +$2K ﹤0.01% 337

Other funds holding HRB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's HRB Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in H&R Block (HRB) in Q3 2026: 44 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #337 among its holdings.

6 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Polaris Financial Partners held 44 shares of H&R Block worth $2K as of Q3 2026.
  • H&R Block was a new Polaris Financial Partners position in Q3 2026.
  • H&R Block made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #337 holding.
  • 6 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.