Quaker Wealth Management
HRB icon

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

Quaker Wealth 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
Q3 		$286 Hold
7
– – ﹤0.01% 815
2026
Q2 		$267 Sell
7
-2
-22% -$70 ﹤0.01% 856
2026
Q1 		$286 Buy
9
+2
+29% +$70 ﹤0.01% 827
2025
Q4 		$306 Buy
+7
New +$327 ﹤0.01% 805

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Quaker Wealth Management's HRB Position: Q3 2026 in Review

Quaker Wealth Management held its H&R Block (HRB) position steady in Q3 2026 at 7 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Quaker Wealth Management first reported a position in HRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $306 in Q4 2025. 358 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Quaker Wealth Management held 7 shares of H&R Block worth $286 as of Q3 2026.
  • Quaker Wealth Management left its H&R Block share count unchanged in Q3 2026.
  • H&R Block made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #815 holding.
  • Quaker Wealth Management first reported a position in H&R Block in Q4 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's H&R Block position peaked at $306 in Q4 2025.
  • 358 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.