de First Trust Advisors H&R Block HRB Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 76.4 M | Comprar |
2,007,551
+678,967
| +51% | +USD 23.7 M | 0.05% | 461 |
|
|
2026
Q1 | USD 42.2 M | Comprar |
1,328,584
+276,193
| +26% | +USD 9.6 M | 0.03% | 644 |
|
|
2025
Q4 | USD 45.9 M | Comprar |
1,052,391
+113,854
| +12% | +USD 5.32 M | 0.03% | 596 |
|
|
2025
Q3 | USD 47.5 M | Comprar |
938,537
+197,152
| +27% | +USD 10.4 M | 0.04% | 585 |
|
|
2025
Q2 | USD 40.7 M | Comprar |
741,385
+84,972
| +13% | +USD 4.91 M | 0.03% | 644 |
|
|
2025
Q1 | USD 36 M | Comprar |
656,413
+266,458
| +68% | +USD 14.2 M | 0.03% | 668 |
|
|
2024
Q4 | USD 20.6 M | Vender |
389,955
-39,179
| -9% | -USD 2.3 M | 0.02% | 850 |
|
|
2024
Q3 | USD 27.3 M | Comprar |
429,134
+177,549
| +71% | +USD 10.6 M | 0.03% | 693 |
|
|
2024
Q2 | USD 13.6 M | Vender |
251,585
-5,250
| -2% | -USD 261 k | 0.01% | 915 |
|
|
2024
Q1 | USD 12.6 M | Vender |
256,835
-82,419
| -24% | -USD 3.92 M | 0.01% | 948 |
|
|
2023
Q4 | USD 16.4 M | Comprar |
339,254
+206,783
| +156% | +USD 9.22 M | 0.02% | 842 |
|
|
2023
Q3 | USD 5.7 M | Vender |
132,471
-39,885
| -23% | -USD 1.47 M | 0.01% | 1176 |
|
|
2023
Q2 | USD 5.49 M | Comprar |
172,356
+124,959
| +264% | +USD 4.04 M | 0.01% | 1192 |
|
|
2023
Q1 | USD 1.67 M | Vender |
47,397
-230,687
| -83% | -USD 8.53 M | ﹤0.01% | 1770 |
|
|
2022
Q4 | USD 10.2 M | Vender |
278,084
-132,270
| -32% | -USD 5.38 M | 0.01% | 958 |
|
|
2022
Q3 | USD 17.5 M | Vender |
410,354
-149,386
| -27% | -USD 6.32 M | 0.02% | 738 |
|
|
2022
Q2 | USD 19.8 M | Comprar |
559,740
+149,201
| +36% | +USD 4.61 M | 0.02% | 710 |
|
|
2022
Q1 | USD 10.7 M | Vender |
410,539
-1,234,554
| -75% | -USD 30 M | 0.01% | 1031 |
|
|
2021
Q4 | USD 38.8 M | Vender |
1,645,093
-113,702
| -6% | -USD 2.76 M | 0.04% | 575 |
|
|
2021
Q3 | USD 44 M | Comprar |
1,758,795
+671,072
| +62% | +USD 16.7 M | 0.05% | 495 |
|
|
2021
Q2 | USD 25.5 M | Comprar |
1,087,723
+374,218
| +52% | +USD 8.86 M | 0.03% | 676 |
|
|
2021
Q1 | USD 15.6 M | Comprar |
713,505
+94,468
| +15% | +USD 1.79 M | 0.02% | 800 |
|
|
2020
Q4 | USD 9.8 M | Comprar |
619,037
+454,567
| +276% | +USD 7.85 M | 0.01% | 838 |
|
|
2020
Q3 | USD 2.68 M | Vender |
164,470
-285,118
| -63% | -USD 4.19 M | ﹤0.01% | 1223 |
|
|
2020
Q2 | USD 6.42 M | Comprar |
449,588
+45,851
| +11% | +USD 725 k | 0.01% | 882 |
|
|
2020
Q1 | USD 5.68 M | Vender |
403,737
-60,618
| -13% | -USD 1.27 M | 0.01% | 826 |
|
|
2019
Q4 | USD 10.9 M | Vender |
464,355
-44,114
| -9% | -USD 1.06 M | 0.02% | 811 |
|
|
2019
Q3 | USD 12 M | Comprar |
508,469
+94,650
| +23% | +USD 2.5 M | 0.02% | 754 |
|
|
2019
Q2 | USD 12.1 M | Comprar |
413,819
+73,630
| +22% | +USD 1.98 M | 0.02% | 705 |
|
|
2019
Q1 | USD 8.14 M | Comprar |
340,189
+2,942
| +0.9% | +USD 72.3 k | 0.02% | 833 |
|
|
2018
Q4 | USD 8.56 M | Vender |
337,247
-4,943
| -1% | -USD 132 k | 0.02% | 765 |
|
|
2018
Q3 | USD 8.81 M | Comprar |
342,190
+165,757
| +94% | +USD 4.21 M | 0.02% | 875 |
|
|
2018
Q2 | USD 4.02 M | Vender |
176,433
-57,665
| -25% | -USD 1.53 M | 0.01% | 1210 |
|
|
2018
Q1 | USD 5.95 M | Vender |
234,098
-16,776
| -7% | -USD 441 k | 0.01% | 962 |
|
|
2017
Q4 | USD 6.58 M | Vender |
250,874
-22,272
| -8% | -USD 578 k | 0.02% | 919 |
|
|
2017
Q3 | USD 7.23 M | Comprar |
273,146
+8,208
| +3% | +USD 238 k | 0.02% | 894 |
|
|
2017
Q2 | USD 8.19 M | Vender |
264,938
-77,863
| -23% | -USD 2.04 M | 0.02% | 822 |
|
|
2017
Q1 | USD 7.97 M | Vender |
342,801
-70,519
| -17% | -USD 1.58 M | 0.02% | 849 |
|
|
2016
Q4 | USD 9.5 M | Vender |
413,320
-221,752
| -35% | -USD 5.07 M | 0.03% | 764 |
|
|
2016
Q3 | USD 14.7 M | Comprar |
635,072
+334,111
| +111% | +USD 7.82 M | 0.04% | 560 |
|
|
2016
Q2 | USD 6.92 M | Comprar |
300,961
+149,011
| +98% | +USD 3.31 M | 0.02% | 826 |
|
|
2016
Q1 | USD 4.02 M | Vender |
151,950
-698,032
| -82% | -USD 21.9 M | 0.01% | 1001 |
|
|
2015
Q4 | USD 28.3 M | Comprar |
849,982
+155,292
| +22% | +USD 5.52 M | 0.07% | 299 |
|
|
2015
Q3 | USD 25.1 M | Comprar |
694,690
+39,397
| +6% | +USD 1.33 M | 0.07% | 298 |
|
|
2015
Q2 | USD 19.4 M | Comprar |
+655,293
| Nuevas | +USD 20.6 M | 0.05% | 451 |
|
|
2015
Q1 | – | Vender |
-123,169
| Cerradas | -USD 4.15 M | – | 2263 |
|
|
2014
Q4 | USD 4.15 M | Vender |
123,169
-234,255
| -66% | -USD 7.5 M | 0.01% | 1080 |
|
|
2014
Q3 | USD 11.1 M | Comprar |
+357,424
| Nuevas | +USD 11.7 M | 0.04% | 667 |
|
|
2014
Q1 | – | Vender |
-70,283
| Cerradas | -USD 2.04 M | – | 2269 |
|
|
2013
Q4 | USD 2.04 M | Comprar |
70,283
+34,697
| +98% | +USD 985 k | 0.01% | 1337 |
|
|
2013
Q3 | USD 949 k | Vender |
35,586
-307,791
| -90% | -USD 8.96 M | 0.01% | 1578 |
|
|
2013
Q2 | USD 9.5 M | Comprar |
+343,377
| Nuevas | +USD 9.8 M | 0.06% | 459 |
|
Otros fondos que tienen HRB en su cartera
Posición de First Trust Advisors en HRB: resumen de T2 2026
First Trust Advisors aumentó su participación en H&R Block (HRB) en 51% durante T2 2026, al comprar aproximadamente USD 23.7 M y elevar la posición a 2,007,551 acciones con un valor de USD 76.4 M. La posición representa 0.05% de la cartera y ocupa el puesto #461.
First Trust Advisors reportó por primera vez una posición en HRB en T2 2013 y la ha mantenido durante 50 trimestres desde entonces. Al cierre de T2 2026, 543 fondos que sigue Wall St. Rank mantienen una posición en HRB.
- Al cierre de T2 2026, First Trust Advisors tenía 2,007,551 acciones de H&R Block con un valor de USD 76.4 M.
- First Trust Advisors compró 678,967 acciones de H&R Block en T2 2026, por un monto estimado de USD 23.7 M.
- H&R Block representó 0.05% de la cartera de First Trust Advisors en T2 2026 y fue su posición número 461.
- First Trust Advisors reportó por primera vez una posición en H&R Block en T2 2013 y la ha mantenido durante 50 trimestres desde entonces.
- Al cierre de T2 2026, 543 fondos que sigue Wall St. Rank tenían H&R Block en cartera.
Según el Informe 13F de First Trust Advisors correspondiente a T2 2026, presentado el 11 ago 2026.