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Prestige Wealth Management Group’s H&R Block HRB Stock Holding History

Prestige Wealth Management Group’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 		$1.96K Buy
+51
New +$1.78K ﹤0.01% 766
2023
Q1 		– Sell
-21
Closed -$773 – 1109
2022
Q4 		$773 Buy
+21
New +$853 ﹤0.01% 1016

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

Prestige Wealth Management Group's HRB Position: Q2 2026 in Review

Prestige Wealth Management Group opened a new position in H&R Block (HRB) in Q2 2026: 51 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Prestige Wealth Management Group previously reported a position in HRB as recently as Q4 2022.

Prestige Wealth Management Group first reported a position in HRB in Q4 2022 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Prestige Wealth Management Group held 51 shares of H&R Block worth $1.96K as of Q2 2026.
  • H&R Block was a new Prestige Wealth Management Group position in Q2 2026.
  • H&R Block made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #766 holding.
  • Prestige Wealth Management Group first reported a position in H&R Block in Q4 2022 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.