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Trifecta Capital Advisors’s H&R Block HRB Stock Holding History

Trifecta Capital 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 		$648 Buy
+17
New +$592 ﹤0.01% 402
2025
Q3 		– Sell
-18
Closed -$989 – 486
2025
Q2 		$989 Buy
+18
New +$1.04K ﹤0.01% 431

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

Trifecta Capital Advisors's HRB Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in H&R Block (HRB) in Q2 2026: 17 shares worth $648. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in HRB as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in HRB in Q2 2025 and has held it in 2 quarters since. The position peaked at $989 in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Trifecta Capital Advisors held 17 shares of H&R Block worth $648 as of Q2 2026.
  • H&R Block was a new Trifecta Capital Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #402 holding.
  • Trifecta Capital Advisors first reported a position in H&R Block in Q2 2025 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's H&R Block position peaked at $989 in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.