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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
Q2 		– Sell
-273,466
Closed -$8.68M – 919
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
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

Atom Investors's HRB Position: Q2 2026 in Review

Atom Investors sold out of H&R Block (HRB) in Q2 2026, closing a stake of 273,466 shares — an estimated $8.68M sold.

Atom Investors first reported a position in HRB in Q2 2023 and held it in 3 quarters. The position peaked at $8.68M in Q1 2026. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Atom Investors reported no remaining H&R Block position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 273,466 H&R Block shares in Q2 2026, an estimated $8.68M.
  • Atom Investors first reported a position in H&R Block in Q2 2023 and held it in 3 quarters.
  • Atom Investors's H&R Block position peaked at $8.68M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.