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Waverly Advisors’s H&R Block HRB Stock Holding History

Waverly 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 		$389K Buy
+10,223
New +$356K ﹤0.01% 1286
2014
Q4 		– Sell
-235
Closed -$7K – 534
2014
Q3 		$7K Hold
235
– – ﹤0.01% 560
2014
Q2 		$8K Buy
235
+58
+33% +$1.73K ﹤0.01% 491
2014
Q1 		$5K Buy
+177
New +$5.31K ﹤0.01% 549

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

Waverly Advisors's HRB Position: Q2 2026 in Review

Waverly Advisors opened a new position in H&R Block (HRB) in Q2 2026: 10,223 shares worth $389K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in HRB as recently as Q3 2014.

Waverly Advisors first reported a position in HRB in Q1 2014 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Waverly Advisors held 10,223 shares of H&R Block worth $389K as of Q2 2026.
  • H&R Block was a new Waverly Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1286 holding.
  • Waverly Advisors first reported a position in H&R Block in Q1 2014 and has held it in 4 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.