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Salem Investment Counselors’s H&R Block HRB Stock Holding History

Salem Investment Counselors’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 		$27.5K Hold
714
– – ﹤0.01% 716
2026
Q1 		$23K Buy
+714
New +$24.9K ﹤0.01% 723
2025
Q4 		– Sell
-1,314
Closed -$67K – 722
2025
Q3 		$67K Hold
1,314
– – ﹤0.01% 540
2025
Q2 		$72.6K Sell
1,314
-144
-10% -$8.31K ﹤0.01% 519
2025
Q1 		$80.6K Sell
1,458
-742
-34% -$39.7K ﹤0.01% 488
2024
Q4 		$117K Sell
2,200
-50
-2% -$2.94K ﹤0.01% 428
2024
Q3 		$144K Buy
2,250
+50
+2% +$2.98K ﹤0.01% 407
2024
Q2 		$120K Sell
2,200
-200
-8% -$9.96K ﹤0.01% 421
2024
Q1 		$119K Sell
2,400
-200
-8% -$9.5K ﹤0.01% 429
2023
Q4 		$127K Sell
2,600
-200
-7% -$8.91K ﹤0.01% 402
2023
Q3 		$121K Sell
2,800
-200
-7% -$7.38K ﹤0.01% 393
2023
Q2 		$96.6K Sell
3,000
-500
-14% -$16.2K ﹤0.01% 423
2023
Q1 		$124K Hold
3,500
– – 0.01% 390
2022
Q4 		$129K Hold
3,500
– – 0.01% 379
2022
Q3 		$150K Sell
3,500
-1,200
-26% -$50.8K 0.01% 344
2022
Q2 		$167K Sell
4,700
-546
-10% -$16.9K 0.01% 351
2022
Q1 		$137K Hold
5,246
– – 0.01% 382
2021
Q4 		$124K Sell
5,246
-676
-11% -$16.4K ﹤0.01% 429
2021
Q3 		$148K Hold
5,922
– – 0.01% 375
2021
Q2 		$139K Hold
5,922
– – 0.01% 370
2021
Q1 		$129K Hold
5,922
– – 0.01% 342
2020
Q4 		$94K Hold
5,922
– – 0.01% 358
2020
Q3 		$96K Hold
5,922
– – 0.01% 308
2020
Q2 		$85K Hold
5,922
– – 0.01% 315
2020
Q1 		$83K Hold
5,922
– – 0.01% 291
2019
Q4 		$139K Hold
5,922
– – 0.01% 271
2019
Q3 		$140K Hold
5,922
– – 0.01% 272
2019
Q2 		$174K Buy
+5,922
New +$159K 0.02% 256
2017
Q3 		– Sell
-5,922
Closed -$183K – 617
2017
Q2 		$183K Hold
5,922
– – 0.02% 205
2017
Q1 		$136K Buy
+5,922
New +$132K 0.01% 267
2015
Q4 		– Sell
-5,922
Closed -$212K – 263
2015
Q3 		$212K Buy
+5,922
New +$201K 0.03% 245

Other funds holding HRB

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Salem Investment Counselors's HRB Position: Q2 2026 in Review

Salem Investment Counselors held its H&R Block (HRB) position steady in Q2 2026 at 714 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Salem Investment Counselors first reported a position in HRB in Q3 2015 and has held it in 31 quarters since. The position peaked at $212K in Q3 2015. 190 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Salem Investment Counselors held 714 shares of H&R Block worth $27.5K as of Q2 2026.
  • Salem Investment Counselors left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #716 holding.
  • Salem Investment Counselors first reported a position in H&R Block in Q3 2015 and has held it in 31 quarters since.
  • Salem Investment Counselors's H&R Block position peaked at $212K in Q3 2015.
  • 190 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.