ALPS Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Sell |
369,617
-19,061
| -5% | -$664K | 0.06% | 176 |
|
|
2025
Q4 | $16.9M | Sell |
388,678
-22,772
| -6% | -$1.06M | 0.1% | 143 |
|
|
2025
Q3 | $20.8M | Buy |
411,450
+101,025
| +33% | +$5.34M | 0.12% | 116 |
|
|
2025
Q2 | $17M | Sell |
310,425
-2,887
| -0.9% | -$167K | 0.1% | 129 |
|
|
2025
Q1 | $17.2M | Buy |
313,312
+14,518
| +5% | +$776K | 0.1% | 125 |
|
|
2024
Q4 | $15.8M | Buy |
298,794
+42,054
| +16% | +$2.47M | 0.1% | 132 |
|
|
2024
Q3 | $16.3M | Buy |
256,740
+54,324
| +27% | +$3.24M | 0.11% | 112 |
|
|
2024
Q2 | $11M | Buy |
202,416
+23,112
| +13% | +$1.15M | 0.08% | 147 |
|
|
2024
Q1 | $8.81M | Buy |
179,304
+22,319
| +14% | +$1.06M | 0.06% | 165 |
|
|
2023
Q4 | $7.59M | Buy |
156,985
+16,623
| +12% | +$741K | 0.06% | 169 |
|
|
2023
Q3 | $6.04M | Buy |
140,362
+89,048
| +174% | +$3.29M | 0.05% | 182 |
|
|
2023
Q2 | $1.64M | Buy |
51,314
+15,939
| +45% | +$515K | 0.01% | 353 |
|
|
2023
Q1 | $1.25M | Sell |
35,375
-9,081
| -20% | -$336K | 0.01% | 402 |
|
|
2022
Q4 | $1.62M | Buy |
44,456
+2,251
| +5% | +$91.5K | 0.01% | 343 |
|
|
2022
Q3 | $1.8M | Sell |
42,205
-35,266
| -46% | -$1.49M | 0.02% | 328 |
|
|
2022
Q2 | $2.74M | Buy |
+77,471
| New | +$2.39M | 0.03% | 255 |
|
|
2020
Q2 | – | Sell |
-29,596
| Closed | -$417K | – | 804 |
|
|
2020
Q1 | $417K | Sell |
29,596
-3,987
| -12% | -$83.5K | 0.01% | 457 |
|
|
2019
Q4 | $789K | Sell |
33,583
-1,329
| -4% | -$31.9K | 0.01% | 395 |
|
|
2019
Q3 | $825K | Sell |
34,912
-9,263
| -21% | -$245K | 0.01% | 339 |
|
|
2019
Q2 | $1.29M | Sell |
44,175
-9,785
| -18% | -$263K | 0.01% | 278 |
|
|
2019
Q1 | $1.29M | Sell |
53,960
-48,671
| -47% | -$1.2M | 0.01% | 277 |
|
|
2018
Q4 | $2.6M | Sell |
102,631
-15,164
| -13% | -$405K | 0.02% | 197 |
|
|
2018
Q3 | $3.03M | Buy |
117,795
+83,507
| +244% | +$2.12M | 0.02% | 204 |
|
|
2018
Q2 | $781K | Buy |
34,288
+1,419
| +4% | +$37.7K | 0.01% | 404 |
|
|
2018
Q1 | $835K | Buy |
32,869
+13,921
| +73% | +$366K | 0.01% | 348 |
|
|
2017
Q4 | $497K | Buy |
+18,948
| New | +$492K | ﹤0.01% | 568 |
|
|
2016
Q1 | – | Sell |
-13,957
| Closed | -$465K | – | 707 |
|
|
2015
Q4 | $465K | Hold |
13,957
| – | – | ﹤0.01% | 521 |
|
|
2015
Q3 | $5.05K | Buy |
+13,957
| New | +$473K | 0.01% | 349 |
|
|
2015
Q1 | – | Sell |
-16,322
| Closed | -$550K | – | 712 |
|
|
2014
Q4 | $550K | Sell |
16,322
-2,178
| -12% | -$69.8K | ﹤0.01% | 379 |
|
|
2014
Q3 | $574K | Buy |
+18,500
| New | +$603K | ﹤0.01% | 419 |
|
|
2014
Q1 | – | Sell |
-19,854
| Closed | -$604K | – | 632 |
|
|
2013
Q4 | $604K | Sell |
19,854
-577,892
| -97% | -$16.4M | 0.01% | 203 |
|
|
2013
Q3 | $15.9M | Buy |
597,746
+400,510
| +203% | +$11.7M | 0.18% | 36 |
|
|
2013
Q2 | $5.47M | Buy |
+197,236
| New | +$5.63M | 0.07% | 78 |
|
Other funds holding HRB
VPM
VCM
ALPS Advisors's HRB Position: Q1 2026 in Review
ALPS Advisors reduced its H&R Block (HRB) stake by 4.9% in Q1 2026, selling an estimated $664K and leaving 369,617 shares worth $11.7M. The position accounts for 0.06% of the portfolio, ranked #176.
ALPS Advisors first reported a position in HRB in Q2 2013 and has held it in 33 quarters since. The position peaked at $20.8M in Q3 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- ALPS Advisors held 369,617 shares of H&R Block worth $11.7M as of Q1 2026.
- ALPS Advisors sold 19,061 H&R Block shares in Q1 2026, an estimated $664K.
- H&R Block made up 0.06% of ALPS Advisors's portfolio in Q1 2026, its #176 holding.
- ALPS Advisors first reported a position in H&R Block in Q2 2013 and has held it in 33 quarters since.
- ALPS Advisors's H&R Block position peaked at $20.8M in Q3 2025.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.