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	–	1962
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return