HRB — Block H & R Inc 机构持仓 · 2026年Q3
谁持有 Block H & R Inc(HRB)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 1,509.27 万美元。前几大持有机构:Sound Income Strategies, LLC(1,170.00 万美元)、Farther Finance Advisors, LLC(98.27 万美元)、Rockland Trust Co(69.11 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $11.7M | 261,954 | 增持 |
| 2 | Farther Finance Advisors, LLC | $982,716 | 24,057 | 增持 |
| 3 | ROCKLAND TRUST CO | $691,141 | 16,919 | 增持 |
| 4 | CX Institutional | $438,000 | 10,724 | 增持 |
| 5 | Applied Capital LLC/FL | $437,585 | 10,712 | 新建仓 |
| 6 | Wedmont Private Capital | $269,122 | 6,035 | 增持 |
| 7 | GAMMA Investing LLC | $194,569 | 4,763 | 增持 |
| 8 | Versant Capital Management, Inc | $158,457 | 3,879 | 增持 |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $104,822 | 2,566 | 持平 |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $48,898 | 1,197 | 增持 |
| 11 | MassMutual Private Wealth & Trust, FSB | $34,069 | 834 | 减持 |
| 12 | ATWOOD & PALMER INC | $23,285 | 570 | 持平 |
| 13 | EASTERN BANK | $16,340 | 400 | 持平 |
| 14 | Grove Bank & Trust | $4,616 | 113 | 持平 |
| 15 | CoreCap Advisors, LLC | $3,350 | 82 | 增持 |
| 16 | Polaris Financial Partners | $2,000 | 44 | 新建仓 |
| 17 | TOTH FINANCIAL ADVISORY CORP | $1,471 | 36 | 新建仓 |
| 18 | GoalVest Advisory LLC | $1,103 | 27 | 新建仓 |
| 19 | Planning Strategies Inc. | $613 | 15 | 持平 |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
| 21 | PARK NATIONAL CORP /OH/ | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30