Back to HRB
Carolina Wealth Advisors, LLC → HRB
Carolina Wealth Advisors, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $50K |
| Q1 2026 | $1.6M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 60.2K | — | — |
| Q2 2026 | $2.2M | 58.6K | — | — |
| Q1 2026 | $1.6M | 51.3K | — | — |
| Q4 2025 | $50K | 1.2K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M
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SCHW-PJ
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LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF