RAFFA WEALTH MANAGEMENT, LLC’s H&R Block HRB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$38	Hold	1	–	–	﹤0.01%	1536
2026 Q1	$32	Buy	+1	New	+$35	﹤0.01%	1454
2022 Q2	–	Sell	-35	Closed	-$911	–	1147
2022 Q1	$911	Hold	35	–	–	﹤0.01%	897
2021 Q4	$825	Hold	35	–	–	﹤0.01%	937
2021 Q3	$875	Hold	35	–	–	﹤0.01%	875
2021 Q2	$822	Hold	35	–	–	﹤0.01%	913
2021 Q1	$763	Hold	35	–	–	﹤0.01%	931
2020 Q4	$555	Hold	35	–	–	﹤0.01%	852
2020 Q3	$570	Hold	35	–	–	﹤0.01%	784
2020 Q2	$500	Hold	35	–	–	﹤0.01%	812
2020 Q1	$493	Hold	35	–	–	﹤0.01%	753
2019 Q4	$822	Hold	35	–	–	﹤0.01%	671
2019 Q3	$827	Buy	+35	New	+$926	﹤0.01%	658
2019 Q2	–	Sell	-35	Closed	-$838	–	1020
2019 Q1	$838	Hold	35	–	–	﹤0.01%	635
2018 Q4	$888	Hold	35	–	–	﹤0.01%	580
2018 Q3	$901	Hold	35	–	–	﹤0.01%	661
2018 Q2	$797	Hold	35	–	–	﹤0.01%	695
2018 Q1	$889	Buy	+35	New	+$921	﹤0.01%	631
2017 Q1	–	Sell	-113	Closed	-$2.6K	–	584
2016 Q4	$2.6K	Hold	113	–	–	﹤0.01%	259
2016 Q3	$2.62K	Hold	113	–	–	﹤0.01%	257
2016 Q2	$2.6K	Hold	113	–	–	﹤0.01%	252
2016 Q1	$2.98K	Hold	113	–	–	﹤0.01%	247
2015 Q4	$3.76K	Buy	+113	New	+$4.02K	﹤0.01%	225

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HRB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its H&R Block (HRB) position steady in Q2 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HRB in Q4 2015 and has held it in 23 quarters since. The position peaked at $3.76K in Q4 2015. 145 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of H&R Block worth $38 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1536 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in H&R Block in Q4 2015 and has held it in 23 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's H&R Block position peaked at $3.76K in Q4 2015.
145 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.