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HRB icon

Sachetta’s H&R Block HRB Stock Holding History

Sachetta’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 		$5.41K Sell
142
-6
-4% -$209 ﹤0.01% 626
2026
Q1 		$4.7K Buy
+148
New +$5.16K ﹤0.01% 678
2025
Q4 		– Sell
-6
Closed -$304 – 1058
2025
Q3 		$304 Hold
6
– – ﹤0.01% 1037
2025
Q2 		$330 Hold
6
– – ﹤0.01% 1060
2025
Q1 		$330 Sell
6
-7
-54% -$374 ﹤0.01% 1064
2024
Q4 		$688 Buy
13
+7
+117% +$411 ﹤0.01% 1049
2024
Q3 		$382 Hold
6
– – ﹤0.01% 1158
2024
Q2 		$349 Buy
+6
New +$299 ﹤0.01% 1188

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sachetta's HRB Position: Q2 2026 in Review

Sachetta reduced its H&R Block (HRB) stake by 4.1% in Q2 2026, selling an estimated $209 and leaving 142 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Sachetta first reported a position in HRB in Q2 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Sachetta held 142 shares of H&R Block worth $5.41K as of Q2 2026.
  • Sachetta sold 6 H&R Block shares in Q2 2026, an estimated $209.
  • H&R Block made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #626 holding.
  • Sachetta first reported a position in H&R Block in Q2 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.