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Private Wealth Asset Management’s H&R Block HRB Stock Holding History

Private Wealth Asset Management’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 		$11.4K Sell
300
-225
-43% -$7.84K ﹤0.01% 691
2026
Q1 		$16.7K Buy
525
+300
+133% +$10.5K ﹤0.01% 599
2025
Q4 		$9.81K Buy
225
+25
+13% +$1.17K ﹤0.01% 682
2025
Q3 		$10.1K Buy
+200
New +$10.6K ﹤0.01% 643

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

Private Wealth Asset Management's HRB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its H&R Block (HRB) stake by 43% in Q2 2026, selling an estimated $7.84K and leaving 300 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Private Wealth Asset Management first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.7K in Q1 2026. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Private Wealth Asset Management held 300 shares of H&R Block worth $11.4K as of Q2 2026.
  • Private Wealth Asset Management sold 225 H&R Block shares in Q2 2026, an estimated $7.84K.
  • H&R Block made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #691 holding.
  • Private Wealth Asset Management first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Asset Management's H&R Block position peaked at $16.7K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.