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Turning Point Benefit Group’s H&R Block HRB Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-66
Closed -$2.88K – 405
2025
Q4 		$2.88K Buy
66
+60
+1,000% +$2.81K ﹤0.01% 385
2025
Q3 		$306 Buy
+6
New +$317 ﹤0.01% 578

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's HRB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 66 shares — an estimated $2.88K sold.

Turning Point Benefit Group first reported a position in HRB in Q3 2025 and held it in 2 quarters. The position peaked at $2.88K in Q4 2025. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 66 H&R Block shares in Q1 2026, an estimated $2.88K.
  • Turning Point Benefit Group first reported a position in H&R Block in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's H&R Block position peaked at $2.88K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.