Roof Eidam Maycock Peralta (REMP)’s H&R Block HRB Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	$228K	Buy	+5,581	New	+$254K	0.04%	129
2026 Q1	–	Sell	-5,000	Closed	-$218K	–	126
2025 Q4	$218K	Hold	5,000	–	–	0.05%	125
2025 Q3	$253K	Hold	5,000	–	–	0.06%	117
2025 Q2	$274K	Hold	5,000	–	–	0.07%	108
2025 Q1	$275K	Hold	5,000	–	–	0.07%	109
2024 Q4	$264K	Hold	5,000	–	–	0.07%	108
2024 Q3	$318K	Hold	5,000	–	–	0.08%	105
2024 Q2	$271K	Hold	5,000	–	–	0.07%	106
2024 Q1	$246K	Hold	5,000	–	–	0.07%	115
2023 Q4	$242K	Hold	5,000	–	–	0.07%	112
2023 Q3	$215K	Buy	+5,000	New	+$185K	0.07%	116

Other funds holding HRB

SIS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s HRB Position: Q3 2026 in Review

Roof Eidam Maycock Peralta (REMP) opened a new position in H&R Block (HRB) in Q3 2026: 5,581 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings. This is a return to the name: Roof Eidam Maycock Peralta (REMP) previously reported a position in HRB as recently as Q4 2025.

Roof Eidam Maycock Peralta (REMP) first reported a position in HRB in Q3 2023 and has held it in 11 quarters since. The position peaked at $318K in Q3 2024. 60 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Roof Eidam Maycock Peralta (REMP) held 5,581 shares of H&R Block worth $228K as of Q3 2026.
H&R Block was a new Roof Eidam Maycock Peralta (REMP) position in Q3 2026.
H&R Block made up 0.04% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q3 2026, its #129 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in H&R Block in Q3 2023 and has held it in 11 quarters since.
Roof Eidam Maycock Peralta (REMP)'s H&R Block position peaked at $318K in Q3 2024.
60 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q3 2026, filed 15 Oct 2026.