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Twin Peaks Wealth Advisors’s H&R Block HRB Stock Holding History

Twin Peaks Wealth 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 		– Sell
-172
Closed -$5.46K – 1105
2026
Q1 		$5.46K Buy
+172
New +$5.99K ﹤0.01% 1352
2025
Q3 		– Sell
-58
Closed -$2.99K – 1042
2025
Q2 		$2.99K Buy
+58
New +$3.35K ﹤0.01% 1505

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

Twin Peaks Wealth Advisors's HRB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of H&R Block (HRB) in Q2 2026, closing a stake of 172 shares — an estimated $5.46K sold.

Twin Peaks Wealth Advisors first reported a position in HRB in Q2 2025 and held it in 2 quarters. The position peaked at $5.46K in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 172 H&R Block shares in Q2 2026, an estimated $5.46K.
  • Twin Peaks Wealth Advisors first reported a position in H&R Block in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's H&R Block position peaked at $5.46K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.