TS Financial Group (TSFG)’s H&R Block HRB Stock Holding History

TS Financial Group (TSFG)’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	$10K	Buy	263 +4	+2%	+$139	﹤0.01%	609
2026 Q1	$8K	Buy	259 +2	+0.8%	+$70	﹤0.01%	609
2025 Q4	$11K	Buy	257 +2	+0.8%	+$93	﹤0.01%	553
2025 Q3	$13K	Buy	255 +2	+0.8%	+$106	﹤0.01%	543
2025 Q2	$14K	Buy	+253	New	+$14.6K	﹤0.01%	510
2019 Q4	–	Sell	-750	Closed	-$18K	–	837
2019 Q3	$18K	Sell	750 -250	-25%	-$6.62K	0.01%	325
2019 Q2	$29K	Hold	1,000	–	–	0.02%	261
2019 Q1	$24K	Buy	+1,000	New	+$24.6K	0.02%	280

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TS Financial Group (TSFG)'s HRB Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its H&R Block (HRB) stake by 1.5% in Q2 2026, buying an estimated $139 and bringing the position to 263 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

TS Financial Group (TSFG) first reported a position in HRB in Q1 2019 and has held it in 8 quarters since. The position peaked at $29K in Q2 2019. 160 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

TS Financial Group (TSFG) held 263 shares of H&R Block worth $10K as of Q2 2026.
TS Financial Group (TSFG) bought 4 H&R Block shares in Q2 2026, an estimated $139.
H&R Block made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #609 holding.
TS Financial Group (TSFG) first reported a position in H&R Block in Q1 2019 and has held it in 8 quarters since.
TS Financial Group (TSFG)'s H&R Block position peaked at $29K in Q2 2019.
160 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.