Waddell & Associates’s H&R Block HRB Stock Holding History

Waddell & Associates’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	$321K	Buy	+8,438	New	+$294K	0.02%	384

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

Waddell & Associates's HRB Position: Q2 2026 in Review

Waddell & Associates opened a new position in H&R Block (HRB) in Q2 2026: 8,438 shares worth $321K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings.

145 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Waddell & Associates held 8,438 shares of H&R Block worth $321K as of Q2 2026.
H&R Block was a new Waddell & Associates position in Q2 2026.
H&R Block made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #384 holding.
145 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.