Atwood & Palmer’s H&R Block HRB Stock Holding History

Atwood & Palmer’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	$21.7K	Hold	570	–	–	﹤0.01%	321
2026 Q1	$18.1K	Hold	570	–	–	﹤0.01%	333
2025 Q4	$24.8K	Hold	570	–	–	﹤0.01%	303
2025 Q3	$28.8K	Hold	570	–	–	﹤0.01%	297
2025 Q2	$31.3K	Hold	570	–	–	﹤0.01%	275
2025 Q1	$31.3K	Hold	570	–	–	﹤0.01%	257
2024 Q4	$30.1K	Hold	570	–	–	﹤0.01%	257
2024 Q3	$36.2K	Hold	570	–	–	﹤0.01%	244
2024 Q2	$30.9K	Hold	570	–	–	﹤0.01%	261
2024 Q1	$28K	Hold	570	–	–	﹤0.01%	255
2023 Q4	$27.6K	Hold	570	–	–	﹤0.01%	261
2023 Q3	$24.5K	Hold	570	–	–	﹤0.01%	255
2023 Q2	$18.2K	Hold	570	–	–	﹤0.01%	282
2023 Q1	$20.1K	Hold	570	–	–	﹤0.01%	261
2022 Q4	$20.8K	Hold	570	–	–	﹤0.01%	277
2022 Q3	$24K	Hold	570	–	–	﹤0.01%	252
2022 Q2	$20K	Sell	570 -177	-24%	-$5.46K	﹤0.01%	293
2022 Q1	$19K	Hold	747	–	–	﹤0.01%	317
2021 Q4	$18K	Hold	747	–	–	﹤0.01%	322
2021 Q3	$19K	Hold	747	–	–	﹤0.01%	307
2021 Q2	$18K	Hold	747	–	–	﹤0.01%	298
2021 Q1	$16K	Buy	747 +177	+31%	+$3.35K	﹤0.01%	314
2020 Q4	$9K	Sell	570 -80	-12%	-$1.38K	﹤0.01%	317
2020 Q3	$11K	Hold	650	–	–	﹤0.01%	265
2020 Q2	$9K	Hold	650	–	–	﹤0.01%	264
2020 Q1	$9K	Hold	650	–	–	﹤0.01%	252
2019 Q4	$15K	Sell	650 -3,000	-82%	-$72K	﹤0.01%	233
2019 Q3	$86K	Hold	3,650	–	–	0.01%	170
2019 Q2	$107K	Hold	3,650	–	–	0.01%	150
2019 Q1	$87K	Hold	3,650	–	–	0.01%	158
2018 Q4	$93K	Hold	3,650	–	–	0.01%	153
2018 Q3	$94K	Hold	3,650	–	–	0.01%	159
2018 Q2	$83K	Hold	3,650	–	–	0.01%	162
2018 Q1	$93K	Hold	3,650	–	–	0.01%	155
2017 Q4	$96K	Hold	3,650	–	–	0.01%	157
2017 Q3	$97K	Hold	3,650	–	–	0.01%	153
2017 Q2	$113K	Sell	3,650 -496	-12%	-$13K	0.02%	146
2017 Q1	$96K	Buy	4,146 +3,000	+262%	+$67.1K	0.02%	151
2016 Q4	$26K	Hold	1,146	–	–	﹤0.01%	211
2016 Q3	$27K	Hold	1,146	–	–	﹤0.01%	203
2016 Q2	$26K	Hold	1,146	–	–	﹤0.01%	211
2016 Q1	$30K	Buy	1,146 +321	+39%	+$10.1K	0.01%	206
2015 Q4	$27K	Hold	825	–	–	0.01%	246
2015 Q3	$30K	Buy	825 +346	+72%	+$11.7K	0.01%	225
2015 Q2	$14K	Hold	479	–	–	﹤0.01%	270
2015 Q1	$15K	Hold	479	–	–	﹤0.01%	253
2014 Q4	$17K	Hold	479	–	–	﹤0.01%	265
2014 Q3	$15K	Buy	479 +329	+219%	+$10.7K	﹤0.01%	274
2014 Q2	$5K	Buy	+150	New	+$4.47K	﹤0.01%	296

Other funds holding HRB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Atwood & Palmer's HRB Position: Q2 2026 in Review

Atwood & Palmer held its H&R Block (HRB) position steady in Q2 2026 at 570 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Atwood & Palmer first reported a position in HRB in Q2 2014 and has held it in 49 quarters since. The position peaked at $113K in Q2 2017. 121 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Atwood & Palmer held 570 shares of H&R Block worth $21.7K as of Q2 2026.
Atwood & Palmer left its H&R Block share count unchanged in Q2 2026.
H&R Block made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #321 holding.
Atwood & Palmer first reported a position in H&R Block in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's H&R Block position peaked at $113K in Q2 2017.
121 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.