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United Financial Planning Group’s H&R Block HRB Stock Holding History

United Financial Planning 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
Q2 		– Sell
-105
Closed -$3.33K – 500
2026
Q1 		$3.33K Buy
105
+81
+338% +$2.82K ﹤0.01% 383
2025
Q4 		$1.05K Buy
+24
New +$1.12K ﹤0.01% 362

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 $3.38T AUM 44.17% 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

United Financial Planning Group's HRB Position: Q2 2026 in Review

United Financial Planning Group sold out of H&R Block (HRB) in Q2 2026, closing a stake of 105 shares — an estimated $3.33K sold.

United Financial Planning Group first reported a position in HRB in Q4 2025 and held it in 2 quarters. The position peaked at $3.33K in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • United Financial Planning Group reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 105 H&R Block shares in Q2 2026, an estimated $3.33K.
  • United Financial Planning Group first reported a position in H&R Block in Q4 2025 and held it in 2 quarters.
  • United Financial Planning Group's H&R Block position peaked at $3.33K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.