WFA
HRB icon

Wipfli Financial Advisors’s H&R Block HRB Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$84K Buy
+1,981
New +$83.8K 0.01% 811

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wipfli Financial Advisors's HRB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in H&R Block (HRB) in Q3 2022: 1,981 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings.

458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

  • Wipfli Financial Advisors held 1,981 shares of H&R Block worth $84K as of Q3 2022.
  • H&R Block was a new Wipfli Financial Advisors position in Q3 2022.
  • H&R Block made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #811 holding.
  • 458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.