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Sunrise Financial Services’s H&R Block HRB Stock Holding History

Sunrise Financial Services’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 		$876 Hold
23
– – ﹤0.01% 506
2026
Q1 		$730 Hold
23
– – ﹤0.01% 528
2025
Q4 		$1K Buy
+23
New +$1.07K ﹤0.01% 460

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

Sunrise Financial Services's HRB Position: Q2 2026 in Review

Sunrise Financial Services held its H&R Block (HRB) position steady in Q2 2026 at 23 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Sunrise Financial Services first reported a position in HRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1K in Q4 2025. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Sunrise Financial Services held 23 shares of H&R Block worth $876 as of Q2 2026.
  • Sunrise Financial Services left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #506 holding.
  • Sunrise Financial Services first reported a position in H&R Block in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's H&R Block position peaked at $1K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.