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Sound Income Strategies’s H&R Block HRB Stock Holding History

Sound Income Strategies’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 		$9.97M Buy
261,903
+1,982
+0.8% +$69.1K 0.45% 78
2026
Q1 		$8.26M Buy
259,921
+153,844
+145% +$5.36M 0.4% 78
2025
Q4 		$4.46M Buy
106,077
+101,025
+2,000% +$4.72M 0.21% 114
2025
Q3 		$251K Sell
5,052
-497
-9% -$26.3K 0.01% 262
2025
Q2 		$305K Sell
5,549
-137,776
-96% -$7.96M 0.02% 222
2025
Q1 		$7.87M Sell
143,325
-41,049
-22% -$2.19M 0.46% 62
2024
Q4 		$9.74M Buy
184,374
+1,542
+0.8% +$90.6K 0.6% 53
2024
Q3 		$11.6M Sell
182,832
-25,401
-12% -$1.51M 0.75% 48
2024
Q2 		$11.3M Sell
208,233
-64,362
-24% -$3.2M 0.71% 42
2024
Q1 		$13.4M Sell
272,595
-15,553
-5% -$739K 1% 32
2023
Q4 		$13.9M Sell
288,148
-11,218
-4% -$500K 1.16% 25
2023
Q3 		$12.9M Buy
299,366
+21,101
+8% +$779K 1.09% 28
2023
Q2 		$8.87M Buy
278,265
+21,563
+8% +$697K 0.91% 35
2023
Q1 		$9.05M Buy
256,702
+25,054
+11% +$927K 0.98% 29
2022
Q4 		$8.46M Buy
231,648
+21,538
+10% +$875K 1.08% 25
2022
Q3 		$8.94M Sell
210,110
-126,547
-38% -$5.36M 1.3% 24
2022
Q2 		$11.9M Sell
336,657
-64,767
-16% -$2M 1.59% 19
2022
Q1 		$10.5M Buy
401,424
+55,005
+16% +$1.34M 1.2% 24
2021
Q4 		$8.16M Buy
346,419
+23,162
+7% +$562K 0.96% 24
2021
Q3 		$8.08M Buy
323,257
+47,527
+17% +$1.18M 1.04% 24
2021
Q2 		$6.47M Buy
275,730
+28,241
+11% +$669K 0.93% 24
2021
Q1 		$5.4M Buy
247,489
+99,074
+67% +$1.87M 0.91% 25
2020
Q4 		$2.35M Buy
148,415
+51,439
+53% +$888K 0.52% 29
2020
Q3 		$1.58M Buy
96,976
+96,850
+76,865% +$1.42M 0.43% 30
2020
Q2 		$2K Hold
126
– – ﹤0.01% 640
2020
Q1 		$2K Hold
126
– – ﹤0.01% 595
2019
Q4 		$3K Hold
126
– – ﹤0.01% 530
2019
Q3 		$3K Hold
126
– – ﹤0.01% 497
2019
Q2 		$4K Hold
126
– – ﹤0.01% 472
2019
Q1 		$3K Hold
126
– – ﹤0.01% 503
2018
Q4 		$3K Hold
126
– – ﹤0.01% 494
2018
Q3 		$3K Buy
+126
New +$3.2K ﹤0.01% 506

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sound Income Strategies's HRB Position: Q2 2026 in Review

Sound Income Strategies increased its H&R Block (HRB) stake by 0.76% in Q2 2026, buying an estimated $69.1K and bringing the position to 261,903 shares worth $9.97M. The position accounts for 0.45% of the portfolio, ranked #78.

Sound Income Strategies first reported a position in HRB in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.9M in Q4 2023. 177 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Sound Income Strategies held 261,903 shares of H&R Block worth $9.97M as of Q2 2026.
  • Sound Income Strategies bought 1,982 H&R Block shares in Q2 2026, an estimated $69.1K.
  • H&R Block made up 0.45% of Sound Income Strategies's portfolio in Q2 2026, its #78 holding.
  • Sound Income Strategies first reported a position in H&R Block in Q3 2018 and has held it in 32 quarters since.
  • Sound Income Strategies's H&R Block position peaked at $13.9M in Q4 2023.
  • 177 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.