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Atria Wealth Solutions’s H&R Block HRB Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-19,241
Closed -$1.02M – 1961
2024
Q4 		$1.02M Buy
19,241
+6,544
+52% +$385K 0.01% 915
2024
Q3 		$812K Buy
12,697
+1,860
+17% +$111K 0.01% 1003
2024
Q2 		$591K Buy
10,837
+4,583
+73% +$228K 0.01% 1155
2024
Q1 		$309K Sell
6,254
-25
-0.4% -$1.19K ﹤0.01% 1536
2023
Q4 		$306K Buy
6,279
+27
+0.4% +$1.2K ﹤0.01% 1487
2023
Q3 		$271K Sell
6,252
-78
-1% -$2.88K ﹤0.01% 1479
2023
Q2 		$204K Sell
6,330
-30
-0.5% -$969 ﹤0.01% 1693
2023
Q1 		$226K Sell
6,360
-1,793
-22% -$66.3K ﹤0.01% 1597
2022
Q4 		$300K Hold
8,153
– – ﹤0.01% 1360
2022
Q3 		$349K Buy
8,153
+1,112
+16% +$47.1K 0.01% 1210
2022
Q2 		$250K Buy
+7,041
New +$217K ﹤0.01% 1315

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's HRB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of H&R Block (HRB) in Q1 2025, closing a stake of 19,241 shares — an estimated $1.02M sold.

Atria Wealth Solutions first reported a position in HRB in Q2 2022 and held it in 11 quarters. The position peaked at $1.02M in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Atria Wealth Solutions reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,241 H&R Block shares in Q1 2025, an estimated $1.02M.
  • Atria Wealth Solutions first reported a position in H&R Block in Q2 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's H&R Block position peaked at $1.02M in Q4 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.