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

First Capital Advisors Group’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
2023 Q2	$1.66K	Buy	+52	New	+$1.68K	﹤0.01%	829

Other funds holding HRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

First Capital Advisors Group's HRB Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in H&R Block (HRB) in Q2 2023: 52 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings.

396 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

First Capital Advisors Group held 52 shares of H&R Block worth $1.66K as of Q2 2023.
H&R Block was a new First Capital Advisors Group position in Q2 2023.
H&R Block made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #829 holding.
396 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.