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WealthCollab’s H&R Block HRB Stock Holding History

WealthCollab’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 		$23.3K Buy
613
+377
+160% +$13.1K 0.01% 378
2026
Q1 		$7.49K Sell
236
-71
-23% -$2.47K ﹤0.01% 606
2025
Q4 		$13.4K Buy
307
+207
+207% +$9.68K 0.01% 480
2025
Q3 		$5.06K Buy
100
+22
+28% +$1.16K ﹤0.01% 673
2025
Q2 		$4.28K Hold
78
– – ﹤0.01% 668
2025
Q1 		$4.28K Hold
78
– – ﹤0.01% 650
2024
Q4 		$4.12K Hold
78
– – ﹤0.01% 631
2024
Q3 		$4.96K Hold
78
– – ﹤0.01% 612
2024
Q2 		$4.23K Hold
78
– – ﹤0.01% 627
2024
Q1 		$3.83K Hold
78
– – ﹤0.01% 651
2023
Q4 		$3.77K Buy
+78
New +$3.48K ﹤0.01% 631

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 $3.37T 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
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

WealthCollab's HRB Position: Q2 2026 in Review

WealthCollab increased its H&R Block (HRB) stake by 160% in Q2 2026, buying an estimated $13.1K and bringing the position to 613 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #378.

WealthCollab first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • WealthCollab held 613 shares of H&R Block worth $23.3K as of Q2 2026.
  • WealthCollab bought 377 H&R Block shares in Q2 2026, an estimated $13.1K.
  • H&R Block made up 0.01% of WealthCollab's portfolio in Q2 2026, its #378 holding.
  • WealthCollab first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.