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Spire Wealth Management’s H&R Block HRB Stock Holding History

Spire Wealth Management’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 		$12K Hold
314
– – ﹤0.01% 1595
2026
Q1 		$9.97K Sell
314
-522
-62% -$18.2K ﹤0.01% 1611
2025
Q4 		$36.4K Buy
836
+317
+61% +$14.8K ﹤0.01% 1277
2025
Q3 		$26.3K Sell
519
-8
-2% -$423 ﹤0.01% 1439
2025
Q2 		$28.9K Sell
527
-1
-0.2% -$58 ﹤0.01% 1392
2025
Q1 		$29K Sell
528
-4
-0.8% -$214 ﹤0.01% 1491
2024
Q4 		$28.1K Buy
+532
New +$31.3K ﹤0.01% 1503
2022
Q2 		– Sell
-345
Closed -$9K – 2742
2022
Q1 		$9K Sell
345
-15
-4% -$364 ﹤0.01% 2064
2021
Q4 		$8K Buy
360
+17
+5% +$412 ﹤0.01% 2443
2021
Q3 		$9K Sell
343
-62
-15% -$1.54K ﹤0.01% 2123
2021
Q2 		$10K Buy
405
+21
+5% +$497 ﹤0.01% 2117
2021
Q1 		$8K Buy
+384
New +$7.26K ﹤0.01% 2475

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 $9.96B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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