Stratos Wealth Advisors’s H&R Block HRB Stock Holding History

Stratos Wealth 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	–	Sell	-59,625	Closed	-$2.6M	–	637
2025 Q4	$2.6M	Buy	59,625 +15,244	+34%	+$713K	0.13%	183
2025 Q3	$2.24M	Buy	+44,381	New	+$2.35M	0.11%	198
2024 Q2	–	Sell	-34,684	Closed	-$1.7M	–	732
2024 Q1	$1.7M	Buy	34,684 +411	+1%	+$19.5K	0.1%	225
2023 Q4	$1.66M	Buy	34,273 +328	+1%	+$14.6K	0.1%	244
2023 Q3	$1.46M	Buy	33,945 +1,898	+6%	+$70.1K	0.1%	240
2023 Q2	$1.02M	Buy	+32,047	New	+$1.04M	0.07%	302

Other funds holding HRB

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

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Stratos Wealth Advisors's HRB Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of H&R Block (HRB) in Q1 2026, closing a stake of 59,625 shares — an estimated $2.6M sold.

Stratos Wealth Advisors first reported a position in HRB in Q2 2023 and held it in 6 quarters. The position peaked at $2.6M in Q4 2025. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Stratos Wealth Advisors reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 59,625 H&R Block shares in Q1 2026, an estimated $2.6M.
Stratos Wealth Advisors first reported a position in H&R Block in Q2 2023 and held it in 6 quarters.
Stratos Wealth Advisors's H&R Block position peaked at $2.6M in Q4 2025.
482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.