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Arkadios Wealth Advisors’s H&R Block HRB Stock Holding History

Arkadios Wealth Advisors’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 		$381K Buy
+9,997
New +$348K 0.01% 1264
2020
Q2 		– Sell
-177
Closed -$2.49K – 1033
2020
Q1 		$2.49K Hold
177
– – ﹤0.01% 900
2019
Q4 		$3.98K Buy
+177
New +$4.25K ﹤0.01% 727

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

Arkadios Wealth Advisors's HRB Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in H&R Block (HRB) in Q2 2026: 9,997 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in HRB as recently as Q1 2020.

Arkadios Wealth Advisors first reported a position in HRB in Q4 2019 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Arkadios Wealth Advisors held 9,997 shares of H&R Block worth $381K as of Q2 2026.
  • H&R Block was a new Arkadios Wealth Advisors position in Q2 2026.
  • H&R Block made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1264 holding.
  • Arkadios Wealth Advisors first reported a position in H&R Block in Q4 2019 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.