Wilkerson Advisory Group’s H&R Block HRB Stock Holding History

Wilkerson Advisory Group’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	$6.36K	Hold	167	–	–	﹤0.01%	476
2026 Q1	$5.3K	Buy	+167	New	+$5.82K	﹤0.01%	475

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilkerson Advisory Group's HRB Position: Q2 2026 in Review

Wilkerson Advisory Group held its H&R Block (HRB) position steady in Q2 2026 at 167 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Wilkerson Advisory Group first reported a position in HRB in Q1 2026 and has held it in 2 quarters since. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Wilkerson Advisory Group held 167 shares of H&R Block worth $6.36K as of Q2 2026.
Wilkerson Advisory Group left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #476 holding.
Wilkerson Advisory Group first reported a position in H&R Block in Q1 2026 and has held it in 2 quarters since.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.