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Wedmont Private Capital’s H&R Block HRB Stock Holding History

Wedmont Private Capital’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 		$219K Buy
+5,538
New +$193K 0.01% 881
2026
Q1 		– Sell
-4,784
Closed -$208K – 854
2025
Q4 		$208K Sell
4,784
-5,624
-54% -$263K 0.01% 776
2025
Q3 		$527K Buy
10,408
+1,195
+13% +$63.2K 0.02% 449
2025
Q2 		$512K Buy
9,213
+97
+1% +$5.6K 0.02% 420
2025
Q1 		$539K Sell
9,116
-491
-5% -$26.2K 0.03% 365
2024
Q4 		$515K Buy
9,607
+100
+1% +$5.88K 0.03% 365
2024
Q3 		$587K Buy
9,507
+578
+6% +$34.5K 0.03% 313
2024
Q2 		$477K Buy
8,929
+639
+8% +$31.8K 0.03% 356
2024
Q1 		$388K Sell
8,290
-4,081
-33% -$194K 0.03% 379
2023
Q4 		$584K Buy
+12,371
New +$551K 0.05% 271

Other funds holding HRB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedmont Private Capital's HRB Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in H&R Block (HRB) in Q2 2026: 5,538 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in HRB as recently as Q4 2025.

Wedmont Private Capital first reported a position in HRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $587K in Q3 2024. 57 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Wedmont Private Capital held 5,538 shares of H&R Block worth $219K as of Q2 2026.
  • H&R Block was a new Wedmont Private Capital position in Q2 2026.
  • H&R Block made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #881 holding.
  • Wedmont Private Capital first reported a position in H&R Block in Q4 2023 and has held it in 10 quarters since.
  • Wedmont Private Capital's H&R Block position peaked at $587K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.