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Atomi Financial Group’s H&R Block HRB Stock Holding History

Atomi Financial Group’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 		$240K Buy
+6,298
New +$219K 0.01% 1132
2025
Q3 		– Sell
-4,478
Closed -$246K – 1192
2025
Q2 		$246K Buy
4,478
+618
+16% +$35.7K 0.01% 929
2025
Q1 		$212K Buy
+3,860
New +$206K 0.01% 949
2023
Q2 		– Sell
-25,197
Closed -$888K – 279
2023
Q1 		$888K Buy
+25,197
New +$932K 0.5% 59

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

Atomi Financial Group's HRB Position: Q2 2026 in Review

Atomi Financial Group opened a new position in H&R Block (HRB) in Q2 2026: 6,298 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1132 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in HRB as recently as Q2 2025.

Atomi Financial Group first reported a position in HRB in Q1 2023 and has held it in 4 quarters since. The position peaked at $888K in Q1 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Atomi Financial Group held 6,298 shares of H&R Block worth $240K as of Q2 2026.
  • H&R Block was a new Atomi Financial Group position in Q2 2026.
  • H&R Block made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1132 holding.
  • Atomi Financial Group first reported a position in H&R Block in Q1 2023 and has held it in 4 quarters since.
  • Atomi Financial Group's H&R Block position peaked at $888K in Q1 2023.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.