Planning Strategies Inc.’s H&R Block HRB Stock Holding History

Planning Strategies Inc.’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	$571	Buy	+15	New	+$523	﹤0.01%	837

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planning Strategies Inc.'s HRB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in H&R Block (HRB) in Q2 2026: 15 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

155 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Planning Strategies Inc. held 15 shares of H&R Block worth $571 as of Q2 2026.
H&R Block was a new Planning Strategies Inc. position in Q2 2026.
H&R Block made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #837 holding.
155 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.