Tanglewood Legacy Advisors’s H&R Block HRB Stock Holding History

Tanglewood Legacy Advisors’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 Q1	$15.9K	Hold	500	–	–	0.01%	211
2025 Q4	$21.8K	Hold	500	–	–	0.01%	201
2025 Q3	$25.3K	Hold	500	–	–	0.01%	206
2025 Q2	$27.4K	Hold	500	–	–	0.01%	207
2025 Q1	$27.5K	Hold	500	–	–	0.01%	206
2024 Q4	$26.4K	Hold	500	–	–	0.01%	209
2024 Q3	$31.8K	Hold	500	–	–	0.01%	185
2024 Q2	$27.1K	Hold	500	–	–	0.01%	195
2024 Q1	$24.6K	Hold	500	–	–	0.01%	208
2023 Q4	$24.2K	Hold	500	–	–	0.01%	200
2023 Q3	$21.5K	Hold	500	–	–	0.01%	207
2023 Q2	$15.9K	Hold	500	–	–	0.01%	230
2023 Q1	$17.6K	Buy	+500	New	+$18.5K	0.01%	214

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tanglewood Legacy Advisors's HRB Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its H&R Block (HRB) position steady in Q1 2026 at 500 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #211.

Tanglewood Legacy Advisors first reported a position in HRB in Q1 2023 and has held it in 13 quarters since. The position peaked at $31.8K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Tanglewood Legacy Advisors held 500 shares of H&R Block worth $15.9K as of Q1 2026.
Tanglewood Legacy Advisors left its H&R Block share count unchanged in Q1 2026.
H&R Block made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #211 holding.
Tanglewood Legacy Advisors first reported a position in H&R Block in Q1 2023 and has held it in 13 quarters since.
Tanglewood Legacy Advisors's H&R Block position peaked at $31.8K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.