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

Rialto 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
Q2 		$1.75K Buy
+46
New +$1.6K ﹤0.01% 1154
2026
Q1 		– Sell
-2
Closed -$88 – 1765
2025
Q4 		$88 Sell
2
-4
-67% -$187 ﹤0.01% 1646
2025
Q3 		$304 Buy
6
+1
+20% +$53 ﹤0.01% 1396
2025
Q2 		$275 Buy
+5
New +$289 ﹤0.01% 1299

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

Rialto Wealth Management's HRB Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in H&R Block (HRB) in Q2 2026: 46 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings. This is a return to the name: Rialto Wealth Management previously reported a position in HRB as recently as Q4 2025.

Rialto Wealth Management first reported a position in HRB in Q2 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Rialto Wealth Management held 46 shares of H&R Block worth $1.75K as of Q2 2026.
  • H&R Block was a new Rialto Wealth Management position in Q2 2026.
  • H&R Block made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1154 holding.
  • Rialto Wealth Management first reported a position in H&R Block in Q2 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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