JTBR
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James T. Borello RIA’s H&R Block HRB Stock Holding History

James T. Borello RIA’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 		$163 Hold
4
– – ﹤0.01% 1149
2026
Q2 		$152 Hold
4
– – ﹤0.01% 1158
2026
Q1 		$127 Sell
4
-36
-90% -$1.26K ﹤0.01% 1144
2025
Q4 		$1.74K Buy
+40
New +$1.87K ﹤0.01% 802

Other funds holding HRB

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

James T. Borello RIA's HRB Position: Q3 2026 in Review

James T. Borello RIA held its H&R Block (HRB) position steady in Q3 2026 at 4 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

James T. Borello RIA first reported a position in HRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.74K in Q4 2025. 60 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

  • James T. Borello RIA held 4 shares of H&R Block worth $163 as of Q3 2026.
  • James T. Borello RIA left its H&R Block share count unchanged in Q3 2026.
  • H&R Block made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1149 holding.
  • James T. Borello RIA first reported a position in H&R Block in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's H&R Block position peaked at $1.74K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.