Root Financial Partners
HRB icon

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
Q3 		$53.3K Buy
+1,305
New +$59.4K ﹤0.01% 1052
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's HRB Position: Q3 2026 in Review

Root Financial Partners opened a new position in H&R Block (HRB) in Q3 2026: 1,305 shares worth $53.3K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HRB as recently as Q1 2026.

Root Financial Partners first reported a position in HRB in Q3 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Root Financial Partners held 1,305 shares of H&R Block worth $53.3K as of Q3 2026.
  • H&R Block was a new Root Financial Partners position in Q3 2026.
  • H&R Block made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1052 holding.
  • Root Financial Partners first reported a position in H&R Block in Q3 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.