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Root Financial Partners’s H&R Block HRB Stock Holding History

Root Financial Partners’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 		– Sell
-258
Closed -$8.19K – 1646
2026
Q1 		$8.19K Sell
258
-79
-23% -$2.75K ﹤0.01% 1757
2025
Q4 		$14.7K Sell
337
-2
-0.6% -$93 ﹤0.01% 1328
2025
Q3 		$17.1K Buy
+339
New +$17.9K ﹤0.01% 1193

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

Root Financial Partners's HRB Position: Q2 2026 in Review

Root Financial Partners sold out of H&R Block (HRB) in Q2 2026, closing a stake of 258 shares — an estimated $8.19K sold.

Root Financial Partners first reported a position in HRB in Q3 2025 and held it in 3 quarters. The position peaked at $17.1K in Q3 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Root Financial Partners reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 258 H&R Block shares in Q2 2026, an estimated $8.19K.
  • Root Financial Partners first reported a position in H&R Block in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's H&R Block position peaked at $17.1K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.