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Atlas Capital Advisors’s H&R Block HRB Stock Holding History

Atlas Capital 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
Q1 		– Sell
-135
Closed -$5.88K – 1015
2025
Q4 		$5.88K Buy
+135
New +$6.31K ﹤0.01% 791
2025
Q2 		$7.41K Hold
135
– – ﹤0.01% 792
2025
Q1 		$7.41K Hold
135
– – ﹤0.01% 825
2024
Q4 		$7.13K Hold
135
– – ﹤0.01% 802
2024
Q3 		$8.58K Hold
135
– – ﹤0.01% 741
2024
Q2 		$7.32K Hold
135
– – ﹤0.01% 759
2024
Q1 		$6.63K Sell
135
-1,228
-90% -$58.3K ﹤0.01% 746
2023
Q4 		$65.9K Buy
1,363
+1,228
+910% +$54.7K 0.01% 554
2023
Q3 		$5.81K Hold
135
– – ﹤0.01% 755
2023
Q2 		$4.3K Sell
135
-1,891
-93% -$61.1K ﹤0.01% 792
2023
Q1 		$71.4K Sell
2,026
-10,801
-84% -$399K 0.01% 515
2022
Q4 		$468K Sell
12,827
-313
-2% -$12.7K 0.08% 195
2022
Q3 		$559K Buy
13,140
+983
+8% +$41.6K 0.1% 164
2022
Q2 		$429K Buy
+12,157
New +$375K 0.07% 217
2019
Q1 		– Sell
-5,861
Closed -$149K – 576
2018
Q4 		$149K Buy
5,861
+1,041
+22% +$27.8K 0.06% 292
2018
Q3 		$122K Buy
+4,820
New +$122K 0.04% 339

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's HRB Position: Q1 2026 in Review

Atlas Capital Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 135 shares — an estimated $5.88K sold.

Atlas Capital Advisors first reported a position in HRB in Q3 2018 and held it in 16 quarters. The position peaked at $559K in Q3 2022. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Atlas Capital Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 135 H&R Block shares in Q1 2026, an estimated $5.88K.
  • Atlas Capital Advisors first reported a position in H&R Block in Q3 2018 and held it in 16 quarters.
  • Atlas Capital Advisors's H&R Block position peaked at $559K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.