CAPTRUST Financial Advisors
HRB icon

CAPTRUST Financial Advisors’s H&R Block HRB Stock Holding History

CAPTRUST Financial Advisors’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 		$433K Buy
13,632
+4,404
+48% +$153K ﹤0.01% 2131
2025
Q4 		$402K Buy
9,228
+621
+7% +$29K ﹤0.01% 2037
2025
Q3 		$435K Buy
8,607
+3,467
+67% +$183K ﹤0.01% 1907
2025
Q2 		$282K Buy
5,140
+1,127
+28% +$65.1K ﹤0.01% 2100
2025
Q1 		$220K Sell
4,013
-3,694
-48% -$197K ﹤0.01% 2117
2024
Q4 		$407K Sell
7,707
-3,462
-31% -$203K ﹤0.01% 1722
2024
Q3 		$710K Buy
11,169
+2,645
+31% +$158K ﹤0.01% 1403
2024
Q2 		$462K Buy
8,524
+2,972
+54% +$148K ﹤0.01% 1546
2024
Q1 		$273K Sell
5,552
-7,855
-59% -$373K ﹤0.01% 1828
2023
Q4 		$649K Buy
13,407
+4,830
+56% +$215K ﹤0.01% 1552
2023
Q3 		$369K Buy
+8,577
New +$317K ﹤0.01% 1854
2023
Q2 		– Sell
-7,121
Closed -$251K – 2564
2023
Q1 		$251K Buy
7,121
+241
+4% +$8.91K ﹤0.01% 1885
2022
Q4 		$251K Sell
6,880
-61
-0.9% -$2.48K ﹤0.01% 1793
2022
Q3 		$295K Buy
6,941
+4,720
+213% +$200K ﹤0.01% 1553
2022
Q2 		$79K Sell
2,221
-110
-5% -$3.4K ﹤0.01% 2388
2022
Q1 		$61K Sell
2,331
-2,713
-54% -$65.9K ﹤0.01% 2648
2021
Q4 		$120K Buy
5,044
+4,151
+465% +$101K ﹤0.01% 2015
2021
Q3 		$23K Buy
893
+91
+11% +$2.27K ﹤0.01% 3056
2021
Q2 		$19K Sell
802
-86
-10% -$2.04K ﹤0.01% 3139
2021
Q1 		$20K Buy
888
+386
+77% +$7.29K ﹤0.01% 2996
2020
Q4 		$8K Sell
502
-115
-19% -$1.99K ﹤0.01% 2665
2020
Q3 		$10K Buy
617
+281
+84% +$4.13K ﹤0.01% 2278
2020
Q2 		$5K Buy
+336
New +$5.31K ﹤0.01% 2391
2019
Q4 		– Sell
-975
Closed -$23K – 1357
2019
Q3 		$23K Sell
975
-40
-4% -$1.06K ﹤0.01% 1262
2019
Q2 		$30K Sell
1,015
-35
-3% -$941 ﹤0.01% 1155
2019
Q1 		$25K Buy
1,050
+100
+11% +$2.46K ﹤0.01% 1103
2018
Q4 		$24K Hold
950
– – ﹤0.01% 966
2018
Q3 		$25K Buy
+950
New +$24.1K ﹤0.01% 936

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's HRB Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its H&R Block (HRB) stake by 48% in Q1 2026, buying an estimated $153K and bringing the position to 13,632 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

CAPTRUST Financial Advisors first reported a position in HRB in Q3 2018 and has held it in 28 quarters since. The position peaked at $710K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • CAPTRUST Financial Advisors held 13,632 shares of H&R Block worth $433K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 4,404 H&R Block shares in Q1 2026, an estimated $153K.
  • H&R Block made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2131 holding.
  • CAPTRUST Financial Advisors first reported a position in H&R Block in Q3 2018 and has held it in 28 quarters since.
  • CAPTRUST Financial Advisors's H&R Block position peaked at $710K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.