SYM Financial Corp’s H&R Block HRB Stock Holding History

SYM Financial Corp’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	–	Sell	-5,401	Closed	-$206K	–	559
2026 Q2	$206K	Buy	+5,401	New	+$188K	0.02%	375

Other funds holding HRB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

SYM Financial Corp's HRB Position: Q3 2026 in Review

SYM Financial Corp sold out of H&R Block (HRB) in Q3 2026, closing a stake of 5,401 shares — an estimated $206K sold.

SYM Financial Corp first reported a position in HRB in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 231 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

SYM Financial Corp reported no remaining H&R Block position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 5,401 H&R Block shares in Q3 2026, an estimated $206K.
SYM Financial Corp first reported a position in H&R Block in Q2 2026 and held it in 1 quarter.
SYM Financial Corp's H&R Block position peaked at $206K in Q2 2026.
231 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.