ACA
HRB icon

American Capital Advisory’s H&R Block HRB Stock Holding History

American Capital Advisory’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$96 – 1196
2026
Q1 		$96 Sell
3
-11
-79% -$383 ﹤0.01% 1093
2025
Q4 		$611 Buy
14
+8
+133% +$374 ﹤0.01% 707
2025
Q3 		$304 Buy
+6
New +$317 ﹤0.01% 795

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Capital Advisory's HRB Position: Q2 2026 in Review

American Capital Advisory sold out of H&R Block (HRB) in Q2 2026, closing a stake of 3 shares — an estimated $96 sold.

American Capital Advisory first reported a position in HRB in Q3 2025 and held it in 3 quarters. The position peaked at $611 in Q4 2025. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • American Capital Advisory reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • American Capital Advisory sold 3 H&R Block shares in Q2 2026, an estimated $96.
  • American Capital Advisory first reported a position in H&R Block in Q3 2025 and held it in 3 quarters.
  • American Capital Advisory's H&R Block position peaked at $611 in Q4 2025.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.