Capital Advisory Group Advisory Services’s H&R Block HRB Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-9,920	Closed	-$432K	–	73
2025 Q4	$432K	Sell	9,920 -68	-0.7%	-$3.18K	0.13%	122
2025 Q3	$505K	Hold	9,988	–	–	0.16%	119
2025 Q2	$548K	Sell	9,988 -124	-1%	-$7.16K	0.2%	105
2025 Q1	$555K	Sell	10,112 -75	-0.7%	-$4.01K	0.21%	102
2024 Q4	$538K	Buy	10,187 +710	+7%	+$41.7K	0.19%	102
2024 Q3	$602K	Buy	9,477 +373	+4%	+$22.2K	0.24%	89
2024 Q2	$494K	Hold	9,104	–	–	0.21%	94
2024 Q1	$447K	Sell	9,104 -440	-5%	-$20.9K	0.21%	98
2023 Q4	$462K	Sell	9,544 -223	-2%	-$9.94K	0.25%	84
2023 Q3	$421K	Sell	9,767 -1,049	-10%	-$38.7K	0.24%	93
2023 Q2	$345K	Buy	10,816 +400	+4%	+$12.9K	0.25%	64
2023 Q1	$367K	Buy	10,416 +166	+2%	+$6.14K	0.22%	102
2022 Q4	$374K	Hold	10,250	–	–	0.25%	91
2022 Q3	$436K	Sell	10,250 -322	-3%	-$13.6K	0.3%	82
2022 Q2	$251K	Hold	10,572	–	–	0.15%	119
2022 Q1	$275K	Buy	10,572 +126	+1%	+$3.06K	0.13%	130
2021 Q4	$246K	Buy	10,446 +360	+4%	+$8.73K	0.11%	146
2021 Q3	$252K	Sell	10,086 -306	-3%	-$7.62K	0.09%	175
2021 Q2	$244K	Sell	10,392 -1,287	-11%	-$30.5K	0.09%	174
2021 Q1	$255K	Buy	11,679 +645	+6%	+$12.2K	0.1%	155
2020 Q4	$175K	Buy	11,034 +2,129	+24%	+$36.8K	0.07%	193
2020 Q3	$145K	Buy	8,905 +46	+0.5%	+$676	0.08%	163
2020 Q2	$127K	Buy	+8,859	New	+$140K	0.07%	167

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisory Group Advisory Services's HRB Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of H&R Block (HRB) in Q1 2026, closing a stake of 9,920 shares — an estimated $432K sold.

Capital Advisory Group Advisory Services first reported a position in HRB in Q2 2020 and held it in 23 quarters. The position peaked at $602K in Q3 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 9,920 H&R Block shares in Q1 2026, an estimated $432K.
Capital Advisory Group Advisory Services first reported a position in H&R Block in Q2 2020 and held it in 23 quarters.
Capital Advisory Group Advisory Services's H&R Block position peaked at $602K in Q3 2024.
486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.