Transamerica Financial Advisors’s H&R Block HRB Stock Holding History

Transamerica Financial 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 Q2	$779	Buy	20 +3	+18%	+$105	﹤0.01%	1564
2026 Q1	$545	Sell	17 -150	-90%	-$5.23K	﹤0.01%	1464
2025 Q4	$7.34K	Buy	167 +116	+227%	+$5.42K	﹤0.01%	898
2025 Q3	$2.58K	Buy	+51	New	+$2.69K	﹤0.01%	1002
2020 Q3	–	Sell	-1	Closed	-$1K	–	309
2020 Q2	$1K	Buy	+1	New	+$16	﹤0.01%	402
2019 Q3	–	Sell	-1	Closed	-$1K	–	274
2019 Q2	$1K	Buy	+1	New	+$27	﹤0.01%	457
2019 Q1	–	Sell	-1	Closed	-$1K	–	244
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	423
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	426
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	393
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	375
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	360
2017 Q3	$1K	Buy	+1	New	+$29	﹤0.01%	357
2017 Q2	–	Sell	-2	Closed	-$1K	–	411
2017 Q1	$1K	Sell	2 -2	-50%	-$45	﹤0.01%	326
2016 Q4	$1K	Sell	4 -5	-56%	-$114	﹤0.01%	362
2016 Q3	$1K	Sell	9 -1	-10%	-$23	﹤0.01%	367
2016 Q2	$1K	Sell	10 -1,018	-99%	-$22.6K	﹤0.01%	338
2016 Q1	$28K	Sell	1,028 -5,871	-85%	-$184K	﹤0.01%	445
2015 Q4	$230K	Buy	6,899 +385	+6%	+$13.7K	0.02%	297
2015 Q3	$236K	Buy	6,514 +305	+5%	+$10.3K	0.02%	271
2015 Q2	$185K	Buy	6,209 +503	+9%	+$15.8K	0.01%	337
2015 Q1	$183K	Buy	5,706 +5,404	+1,789%	+$181K	0.01%	331
2014 Q4	$11K	Buy	302 +2	+0.7%	+$64	﹤0.01%	490
2014 Q3	$10K	Buy	+300	New	+$9.78K	﹤0.01%	473
2014 Q2	–	Sell	-103	Closed	-$4K	–	703
2014 Q1	$4K	Hold	103	–	–	﹤0.01%	528
2013 Q4	$3K	Buy	103 +1	+1%	+$28	﹤0.01%	528
2013 Q3	$3K	Buy	102 +1	+1%	+$29	﹤0.01%	525
2013 Q2	$3K	Buy	+101	New	+$2.88K	﹤0.01%	503

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Transamerica Financial Advisors's HRB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its H&R Block (HRB) stake by 18% in Q2 2026, buying an estimated $105 and bringing the position to 20 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Transamerica Financial Advisors first reported a position in HRB in Q2 2013 and has held it in 27 quarters since. The position peaked at $236K in Q3 2015. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Transamerica Financial Advisors held 20 shares of H&R Block worth $779 as of Q2 2026.
Transamerica Financial Advisors bought 3 H&R Block shares in Q2 2026, an estimated $105.
H&R Block made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1564 holding.
Transamerica Financial Advisors first reported a position in H&R Block in Q2 2013 and has held it in 27 quarters since.
Transamerica Financial Advisors's H&R Block position peaked at $236K in Q3 2015.
541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.