WPC
HRB icon

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
Q3 		$269K Buy
6,035
+497
+9% +$22.6K 0.01% 819
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedmont Private Capital's HRB Position: Q3 2026 in Review

Wedmont Private Capital increased its H&R Block (HRB) stake by 9% in Q3 2026, buying an estimated $22.6K and bringing the position to 6,035 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #819.

Wedmont Private Capital first reported a position in HRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $587K in Q3 2024. 19 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • Wedmont Private Capital held 6,035 shares of H&R Block worth $269K as of Q3 2026.
  • Wedmont Private Capital bought 497 H&R Block shares in Q3 2026, an estimated $22.6K.
  • H&R Block made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #819 holding.
  • Wedmont Private Capital first reported a position in H&R Block in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's H&R Block position peaked at $587K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.