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

StrongBox 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 Q3	$204	Buy	+5	New	+$228	﹤0.01%	320

Other funds holding HRB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

StrongBox Wealth's HRB Position: Q3 2026 in Review

StrongBox Wealth opened a new position in H&R Block (HRB) in Q3 2026: 5 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #320 among its holdings.

238 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

StrongBox Wealth held 5 shares of H&R Block worth $204 as of Q3 2026.
H&R Block was a new StrongBox Wealth position in Q3 2026.
H&R Block made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #320 holding.
238 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.