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True Wealth Design’s H&R Block HRB Stock Holding History

True Wealth Design’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
Q3 		$76.1K Sell
1,864
-95
-5% -$4.32K 0.02% 366
2026
Q2 		$74.6K Buy
1,959
+1,294
+195% +$45.1K 0.02% 349
2026
Q1 		$21.1K Buy
665
+603
+973% +$21K 0.01% 698
2025
Q4 		$2.7K Sell
62
-116
-65% -$5.42K ﹤0.01% 1339
2025
Q3 		$9K Buy
178
+168
+1,680% +$8.88K ﹤0.01% 872
2025
Q2 		$549 Buy
10
+7
+233% +$404 ﹤0.01% 1704
2025
Q1 		$165 Sell
3
-23
-88% -$1.23K ﹤0.01% 2025
2024
Q4 		$1.37K Sell
26
-709
-96% -$41.7K ﹤0.01% 839
2024
Q3 		$46.7K Sell
735
-17,221
-96% -$1.03M 0.02% 153
2024
Q2 		$974K Sell
17,956
-128
-0.7% -$6.37K 0.24% 36
2024
Q1 		$888K Buy
+18,084
New +$859K 0.22% 58
2023
Q1 		– Sell
-18,285
Closed -$668K – 879
2022
Q4 		$668K Buy
+18,285
New +$743K 0.31% 94

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

True Wealth Design's HRB Position: Q3 2026 in Review

True Wealth Design reduced its H&R Block (HRB) stake by 4.8% in Q3 2026, selling an estimated $4.32K and leaving 1,864 shares worth $76.1K. The position accounts for 0.02% of the portfolio, ranked #366.

True Wealth Design first reported a position in HRB in Q4 2022 and has held it in 12 quarters since. The position peaked at $974K in Q2 2024. 50 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • True Wealth Design held 1,864 shares of H&R Block worth $76.1K as of Q3 2026.
  • True Wealth Design sold 95 H&R Block shares in Q3 2026, an estimated $4.32K.
  • H&R Block made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #366 holding.
  • True Wealth Design first reported a position in H&R Block in Q4 2022 and has held it in 12 quarters since.
  • True Wealth Design's H&R Block position peaked at $974K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.