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TD Private Client Wealth’s H&R Block HRB Stock Holding History

TD Private Client 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
Q2 		$277K Sell
7,263
-1
-0% -$35 0.01% 609
2026
Q1 		$231K Sell
7,264
-355
-5% -$12.4K ﹤0.01% 620
2025
Q4 		$332K Buy
7,619
+4,828
+173% +$226K 0.01% 554
2025
Q3 		$141K Sell
2,791
-5,923
-68% -$313K ﹤0.01% 708
2025
Q2 		$478K Sell
8,714
-31
-0.4% -$1.79K 0.01% 477
2025
Q1 		$480K Buy
8,745
+1,784
+26% +$95.4K 0.01% 446
2024
Q4 		$368K Buy
6,961
+885
+15% +$52K 0.01% 494
2024
Q3 		$386K Buy
6,076
+1,695
+39% +$101K 0.01% 487
2024
Q2 		$238K Buy
4,381
+366
+9% +$18.2K 0.01% 544
2024
Q1 		$197K Buy
4,015
+1,395
+53% +$66.3K 0.01% 591
2023
Q4 		$127K Buy
2,620
+273
+12% +$12.2K ﹤0.01% 640
2023
Q3 		$101K Buy
2,347
+1,047
+81% +$38.7K ﹤0.01% 648
2023
Q2 		$41.4K Sell
1,300
-720
-36% -$23.3K ﹤0.01% 814
2023
Q1 		$71.2K Sell
2,020
-237
-11% -$8.77K ﹤0.01% 701
2022
Q4 		$82.4K Sell
2,257
-222
-9% -$9.02K ﹤0.01% 654
2022
Q3 		$105K Sell
2,479
-437
-15% -$18.5K 0.01% 604
2022
Q2 		$103K Sell
2,916
-847
-23% -$26.1K 0.01% 610
2022
Q1 		$98K Buy
3,763
+3,525
+1,481% +$85.6K ﹤0.01% 641
2021
Q4 		$5.61K Hold
238
– – ﹤0.01% 949
2021
Q3 		$5.95K Hold
238
– – ﹤0.01% 946
2021
Q2 		$5.59K Sell
238
-7
-3% -$166 ﹤0.01% 950
2021
Q1 		$5.34K Sell
245
-8
-3% -$151 ﹤0.01% 925
2020
Q4 		$4.01K Sell
253
-54
-18% -$933 ﹤0.01% 906
2020
Q3 		$5K Sell
307
-363
-54% -$5.34K ﹤0.01% 844
2020
Q2 		$9.57K Sell
670
-532
-44% -$8.41K ﹤0.01% 802
2020
Q1 		$16.9K Buy
1,202
+625
+108% +$13.1K ﹤0.01% 707
2019
Q4 		$13.5K Buy
+577
New +$13.9K ﹤0.01% 734

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

TD Private Client Wealth's HRB Position: Q2 2026 in Review

TD Private Client Wealth reduced its H&R Block (HRB) stake by 0.01% in Q2 2026, selling an estimated $35 and leaving 7,263 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #609.

TD Private Client Wealth first reported a position in HRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $480K in Q1 2025. 538 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • TD Private Client Wealth held 7,263 shares of H&R Block worth $277K as of Q2 2026.
  • TD Private Client Wealth sold 1 H&R Block share in Q2 2026, an estimated $35.
  • H&R Block made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #609 holding.
  • TD Private Client Wealth first reported a position in H&R Block in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's H&R Block position peaked at $480K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.