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Wilmington Savings Fund Society’s H&R Block HRB Stock Holding History

Wilmington Savings Fund Society’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 		$26.7K Buy
+700
New +$24.4K ﹤0.01% 1014
2025
Q3 		– Sell
-1,536
Closed -$84.3K – 1677
2025
Q2 		$84.3K Hold
1,536
– – ﹤0.01% 1085
2025
Q1 		$84.3K Buy
1,536
+155
+11% +$8.29K ﹤0.01% 1060
2024
Q4 		$73K Sell
1,381
-1,280
-48% -$75.2K ﹤0.01% 1130
2024
Q3 		$169K Buy
+2,661
New +$159K ﹤0.01% 867

Other funds holding HRB

RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wilmington Savings Fund Society's HRB Position: Q2 2026 in Review

Wilmington Savings Fund Society opened a new position in H&R Block (HRB) in Q2 2026: 700 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: Wilmington Savings Fund Society previously reported a position in HRB as recently as Q2 2025.

Wilmington Savings Fund Society first reported a position in HRB in Q3 2024 and has held it in 5 quarters since. The position peaked at $169K in Q3 2024. 174 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Wilmington Savings Fund Society held 700 shares of H&R Block worth $26.7K as of Q2 2026.
  • H&R Block was a new Wilmington Savings Fund Society position in Q2 2026.
  • H&R Block made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1014 holding.
  • Wilmington Savings Fund Society first reported a position in H&R Block in Q3 2024 and has held it in 5 quarters since.
  • Wilmington Savings Fund Society's H&R Block position peaked at $169K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.