Sequoia Financial Advisors’s H&R Block HRB Stock Holding History

Sequoia Financial Advisors’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	$956K	Sell	25,097 -3,099	-11%	-$108K	﹤0.01%	973
2026 Q1	$895K	Buy	28,196 +3,401	+14%	+$119K	0.01%	946
2025 Q4	$1.08M	Buy	24,795 +3,987	+19%	+$186K	0.01%	848
2025 Q3	$1.05M	Sell	20,808 -2,244	-10%	-$119K	0.01%	750
2025 Q2	$1.27M	Sell	23,052 -1,502	-6%	-$86.7K	0.01%	604
2025 Q1	$1.35M	Buy	+24,554	New	+$1.31M	0.01%	527

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sequoia Financial Advisors's HRB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its H&R Block (HRB) stake by 11% in Q2 2026, selling an estimated $108K and leaving 25,097 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Sequoia Financial Advisors first reported a position in HRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q1 2025. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Sequoia Financial Advisors held 25,097 shares of H&R Block worth $956K as of Q2 2026.
Sequoia Financial Advisors sold 3,099 H&R Block shares in Q2 2026, an estimated $108K.
H&R Block made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #973 holding.
Sequoia Financial Advisors first reported a position in H&R Block in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's H&R Block position peaked at $1.35M in Q1 2025.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.