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Wealth Enhancement Trust Services’s H&R Block HRB Stock Holding History

Wealth Enhancement Trust Services’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 		$7.35K Buy
+193
New +$6.72K ﹤0.01% 774

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's HRB Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in H&R Block (HRB) in Q2 2026: 193 shares worth $7.35K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

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

  • Wealth Enhancement Trust Services held 193 shares of H&R Block worth $7.35K as of Q2 2026.
  • H&R Block was a new Wealth Enhancement Trust Services position in Q2 2026.
  • H&R Block made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #774 holding.
  • 408 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.