Tealwood Asset Management’s H&R Block HRB Stock Holding History

Tealwood Asset Management’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	$2.75M	Buy	72,302 +5,864	+9%	+$204K	1.06%	33
2026 Q1	$2.11M	Buy	66,438 +31,880	+92%	+$1.11M	0.96%	40
2025 Q4	$1.51M	Sell	34,558 -10,418	-23%	-$487K	0.68%	80
2025 Q3	$2.27M	Sell	44,976 -1,025	-2%	-$54.2K	0.92%	39
2025 Q2	$2.52M	Sell	46,001 -1,373	-3%	-$79.3K	1.12%	25
2025 Q1	$2.6M	Buy	47,374 +159	+0.3%	+$8.5K	1.2%	19
2024 Q4	$2.5M	Buy	47,215 +481	+1%	+$28.3K	1.03%	29
2024 Q3	$2.97M	Sell	46,734 -641	-1%	-$38.2K	1.3%	8
2024 Q2	$2.57M	Sell	47,375 -228	-0.5%	-$11.4K	1.55%	16
2024 Q1	$2.34M	Buy	+47,603	New	+$2.26M	1.05%	26

Other funds holding HRB

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tealwood Asset Management's HRB Position: Q2 2026 in Review

Tealwood Asset Management increased its H&R Block (HRB) stake by 8.8% in Q2 2026, buying an estimated $204K and bringing the position to 72,302 shares worth $2.75M. The position accounts for 1.06% of the portfolio, ranked #33.

Tealwood Asset Management first reported a position in HRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.97M in Q3 2024. 57 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Tealwood Asset Management held 72,302 shares of H&R Block worth $2.75M as of Q2 2026.
Tealwood Asset Management bought 5,864 H&R Block shares in Q2 2026, an estimated $204K.
H&R Block made up 1.06% of Tealwood Asset Management's portfolio in Q2 2026, its #33 holding.
Tealwood Asset Management first reported a position in H&R Block in Q1 2024 and has held it in 10 quarters since.
Tealwood Asset Management's H&R Block position peaked at $2.97M in Q3 2024.
57 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.