Wealthfront Advisers
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Wealthfront Advisers’s H&R Block HRB Stock Holding History

Wealthfront Advisers’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 		$637K Sell
16,720
-325
-2% -$11.3K ﹤0.01% 816
2026
Q1 		$541K Sell
17,045
-297
-2% -$10.3K ﹤0.01% 818
2025
Q4 		$756K Sell
17,342
-453
-3% -$21.2K ﹤0.01% 755
2025
Q3 		$900K Sell
17,795
-330
-2% -$17.4K ﹤0.01% 713
2025
Q2 		$995K Sell
18,125
-380
-2% -$21.9K ﹤0.01% 681
2025
Q1 		$1.02M Sell
18,505
-779
-4% -$41.6K ﹤0.01% 654
2024
Q4 		$1.02M Sell
19,284
-350
-2% -$20.6K ﹤0.01% 657
2024
Q3 		$1.25M Sell
19,634
-316
-2% -$18.8K ﹤0.01% 606
2024
Q2 		$1.08M Sell
19,950
-848
-4% -$42.2K ﹤0.01% 606
2024
Q1 		$1.02M Sell
20,798
-584
-3% -$27.7K ﹤0.01% 611
2023
Q4 		$1.03M Sell
21,382
-700
-3% -$31.2K ﹤0.01% 588
2023
Q3 		$951K Sell
22,082
-346
-2% -$12.8K ﹤0.01% 566
2023
Q2 		$715K Sell
22,428
-325
-1% -$10.5K ﹤0.01% 620
2023
Q1 		$802K Sell
22,753
-597
-3% -$22.1K ﹤0.01% 570
2022
Q4 		$853K Sell
23,350
-503
-2% -$20.4K ﹤0.01% 538
2022
Q3 		$1.01M Sell
23,853
-303
-1% -$12.8K 0.01% 482
2022
Q2 		$853K Sell
24,156
-479
-2% -$14.8K ﹤0.01% 508
2022
Q1 		$641K Sell
24,635
-1,800
-7% -$43.7K ﹤0.01% 591
2021
Q4 		$622K Sell
26,435
-739
-3% -$17.9K ﹤0.01% 560
2021
Q3 		$679K Sell
27,174
-58
-0.2% -$1.45K ﹤0.01% 524
2021
Q2 		$639K Sell
27,232
-269
-1% -$6.37K ﹤0.01% 490
2021
Q1 		$600K Sell
27,501
-1,271
-4% -$24K ﹤0.01% 434
2020
Q4 		$456K Sell
28,772
-17,164
-37% -$296K ﹤0.01% 445
2020
Q3 		$748K Buy
45,936
+16,310
+55% +$240K 0.01% 372
2020
Q2 		$423K Buy
+29,626
New +$468K ﹤0.01% 416
2019
Q3 		– Sell
-22,624
Closed -$663K – 479
2019
Q2 		$663K Buy
+22,624
New +$608K 0.01% 348
2019
Q1 		– Sell
-23,998
Closed -$609K – 482
2018
Q4 		$609K Buy
+23,998
New +$641K 0.01% 330

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthfront Advisers's HRB Position: Q2 2026 in Review

Wealthfront Advisers reduced its H&R Block (HRB) stake by 1.9% in Q2 2026, selling an estimated $11.3K and leaving 16,720 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Wealthfront Advisers first reported a position in HRB in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.25M in Q3 2024. 353 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Wealthfront Advisers held 16,720 shares of H&R Block worth $637K as of Q2 2026.
  • Wealthfront Advisers sold 325 H&R Block shares in Q2 2026, an estimated $11.3K.
  • H&R Block made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #816 holding.
  • Wealthfront Advisers first reported a position in H&R Block in Q4 2018 and has held it in 27 quarters since.
  • Wealthfront Advisers's H&R Block position peaked at $1.25M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.