RFG Advisory’s H&R Block HRB Stock Holding History

RFG Advisory’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	$562K	Buy	+13,769	New	+$627K	0.01%	804

Other funds holding HRB

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

RFG Advisory's HRB Position: Q3 2026 in Review

RFG Advisory opened a new position in H&R Block (HRB) in Q3 2026: 13,769 shares worth $562K. The stake represents 0.01% of the portfolio and ranks #804 among its holdings.

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

RFG Advisory held 13,769 shares of H&R Block worth $562K as of Q3 2026.
H&R Block was a new RFG Advisory position in Q3 2026.
H&R Block made up 0.01% of RFG Advisory's portfolio in Q3 2026, its #804 holding.
209 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.