TPWA
HRB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's HRB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in H&R Block (HRB) in Q1 2026: 172 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HRB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HRB in Q2 2025 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 172 shares of H&R Block worth $5.46K as of Q1 2026.
  • H&R Block was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • H&R Block made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1352 holding.
  • Twin Peaks Wealth Advisors first reported a position in H&R Block in Q2 2025 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.