Atom Investors’s H&R Block HRB Stock Holding History

Atom Investors’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	$8.68M	Buy	273,466 +101,928	+59%	+$3.55M	0.62%	15
2025 Q4	$7.48M	Buy	+171,538	New	+$8.02M	0.59%	32
2023 Q3	–	Sell	-24,676	Closed	-$786K	–	465
2023 Q2	$786K	Buy	+24,676	New	+$797K	0.3%	70

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's HRB Position: Q1 2026 in Review

Atom Investors increased its H&R Block (HRB) stake by 59% in Q1 2026, buying an estimated $3.55M and bringing the position to 273,466 shares worth $8.68M. The position accounts for 0.62% of the portfolio, ranked #15.

Atom Investors first reported a position in HRB in Q2 2023 and has held it in 3 quarters since. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Atom Investors held 273,466 shares of H&R Block worth $8.68M as of Q1 2026.
Atom Investors bought 101,928 H&R Block shares in Q1 2026, an estimated $3.55M.
H&R Block made up 0.62% of Atom Investors's portfolio in Q1 2026, its #15 holding.
Atom Investors first reported a position in H&R Block in Q2 2023 and has held it in 3 quarters since.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.