UCFA
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United Capital Financial Advisors’s H&R Block HRB Stock Holding History

United Capital 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 		$252K Buy
+7,939
New +$277K ﹤0.01% 1446
2024
Q1 		– Sell
-4,646
Closed -$225K – 1107
2023
Q4 		$225K Sell
4,646
-4,171
-47% -$186K ﹤0.01% 966
2023
Q3 		$380K Sell
8,817
-8,655
-50% -$320K ﹤0.01% 692
2023
Q2 		$557K Sell
17,472
-133
-0.8% -$4.3K ﹤0.01% 667
2023
Q1 		$621K Sell
17,605
-6,054
-26% -$224K ﹤0.01% 685
2022
Q4 		$864K Sell
23,659
-2,984
-11% -$121K ﹤0.01% 646
2022
Q3 		$1.13M Sell
26,643
-6,804
-20% -$288K 0.01% 586
2022
Q2 		$1.18M Sell
33,447
-320
-0.9% -$9.88K 0.01% 603
2022
Q1 		$879K Sell
33,767
-5,125
-13% -$124K ﹤0.01% 693
2021
Q4 		$916K Sell
38,892
-5,645
-13% -$137K ﹤0.01% 696
2021
Q3 		$1.11M Sell
44,537
-23,008
-34% -$573K 0.01% 650
2021
Q2 		$1.59M Sell
67,545
-1,393
-2% -$33K 0.01% 585
2021
Q1 		$1.5M Sell
68,938
-6,472
-9% -$122K 0.01% 567
2020
Q4 		$1.2M Buy
75,410
+8,184
+12% +$141K 0.01% 630
2020
Q3 		$1.09M Buy
+67,226
New +$988K 0.01% 635
2016
Q1 		– Sell
-9,745
Closed -$325K – 1234
2015
Q4 		$325K Sell
9,745
-2,980
-23% -$106K ﹤0.01% 996
2015
Q3 		$461K Sell
12,725
-4,282
-25% -$145K 0.01% 920
2015
Q2 		$504K Buy
+17,007
New +$533K 0.01% 919

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

United Capital Financial Advisors's HRB Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in H&R Block (HRB) in Q1 2026: 7,939 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1446 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in HRB as recently as Q4 2023.

United Capital Financial Advisors first reported a position in HRB in Q2 2015 and has held it in 18 quarters since. The position peaked at $1.59M in Q2 2021. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • United Capital Financial Advisors held 7,939 shares of H&R Block worth $252K as of Q1 2026.
  • H&R Block was a new United Capital Financial Advisors position in Q1 2026.
  • H&R Block made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1446 holding.
  • United Capital Financial Advisors first reported a position in H&R Block in Q2 2015 and has held it in 18 quarters since.
  • United Capital Financial Advisors's H&R Block position peaked at $1.59M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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