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Strategic Investment Solutions’s H&R Block HRB Stock Holding History

Strategic Investment Solutions’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 		$1.98K Hold
52
– – ﹤0.01% 591
2026
Q1 		$1.65K Hold
52
– – ﹤0.01% 569
2025
Q4 		$2.27K Hold
52
– – ﹤0.01% 530
2025
Q3 		$2.63K Hold
52
– – ﹤0.01% 500
2025
Q2 		$2.85K Hold
52
– – ﹤0.01% 478
2025
Q1 		$2.85K Hold
52
– – ﹤0.01% 491
2024
Q4 		$2.75K Hold
52
– – ﹤0.01% 511
2024
Q3 		$3.31K Buy
+52
New +$3.1K ﹤0.01% 468

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 $3.38T AUM 44.17% 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

Strategic Investment Solutions's HRB Position: Q2 2026 in Review

Strategic Investment Solutions held its H&R Block (HRB) position steady in Q2 2026 at 52 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Strategic Investment Solutions first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.31K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Strategic Investment Solutions held 52 shares of H&R Block worth $1.98K as of Q2 2026.
  • Strategic Investment Solutions left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #591 holding.
  • Strategic Investment Solutions first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
  • Strategic Investment Solutions's H&R Block position peaked at $3.31K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.