Principia Wealth Advisory’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Other funds holding HRB
Principia Wealth Advisory's HRB Position: Q2 2026 in Review
Principia Wealth Advisory increased its H&R Block (HRB) stake by 580% in Q2 2026, buying an estimated $1.01K and bringing the position to 34 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #708.
Principia Wealth Advisory first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.
- Principia Wealth Advisory held 34 shares of H&R Block worth $1.29K as of Q2 2026.
- Principia Wealth Advisory bought 29 H&R Block shares in Q2 2026, an estimated $1.01K.
- H&R Block made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #708 holding.
- Principia Wealth Advisory first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
- 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.