Private Advisory Group’s H&R Block HRB Stock Holding History

Private Advisory 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 Q3	$713K	Buy	+17,442	New	+$794K	0.04%	207

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Private Advisory Group's HRB Position: Q3 2026 in Review

Private Advisory Group opened a new position in H&R Block (HRB) in Q3 2026: 17,442 shares worth $713K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings.

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

Private Advisory Group held 17,442 shares of H&R Block worth $713K as of Q3 2026.
H&R Block was a new Private Advisory Group position in Q3 2026.
H&R Block made up 0.04% of Private Advisory Group's portfolio in Q3 2026, its #207 holding.
392 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.