Back to HRB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HRB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.1M |
| Q2 2026 | $4.1M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 115.4K | — | — |
| Q2 2026 | $4.1M | 113.6K | — | — |
| Q1 2026 | $1.1M | 34.2K | — | — |
| Q4 2025 | $1.7M | 39.6K | — | — |
| Q3 2025 | $1.9M | 38.5K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M