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Simplicity Wealth’s H&R Block HRB Stock Holding History

Simplicity Wealth’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 		$447K Buy
+11,731
New +$409K 0.02% 685
2024
Q3 		– Sell
-4,319
Closed -$234K – 800
2024
Q2 		$234K Sell
4,319
-1,510
-26% -$75.2K 0.01% 1041
2024
Q1 		$286K Buy
+5,829
New +$277K 0.01% 934

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

Simplicity Wealth's HRB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in H&R Block (HRB) in Q2 2026: 11,731 shares worth $447K. The stake represents 0.02% of the portfolio and ranks #685 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in HRB as recently as Q2 2024.

Simplicity Wealth first reported a position in HRB in Q1 2024 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Simplicity Wealth held 11,731 shares of H&R Block worth $447K as of Q2 2026.
  • H&R Block was a new Simplicity Wealth position in Q2 2026.
  • H&R Block made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #685 holding.
  • Simplicity Wealth first reported a position in H&R Block in Q1 2024 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.