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Capital Advisors Ltd’s H&R Block HRB Stock Holding History

Capital Advisors Ltd’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 		$1K Buy
+17
New +$592 ﹤0.01% 1241
2026
Q1 		– Sell
-2
Closed – – 1471
2025
Q4 		$0 Buy
+2
New +$93 ﹤0.01% 1446
2022
Q4 		– Sell
-9
Closed – – 1396
2022
Q3 		$0 Buy
+9
New +$381 ﹤0.01% 1347

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

Capital Advisors Ltd's HRB Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in H&R Block (HRB) in Q2 2026: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in HRB as recently as Q4 2025.

Capital Advisors Ltd first reported a position in HRB in Q3 2022 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Capital Advisors Ltd held 17 shares of H&R Block worth $1K as of Q2 2026.
  • H&R Block was a new Capital Advisors Ltd position in Q2 2026.
  • H&R Block made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1241 holding.
  • Capital Advisors Ltd first reported a position in H&R Block in Q3 2022 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.