Question 1

How many shares of HRB does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 7,939 shares of HRB (BLOCK H & R INC).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's HRB position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's HRB position is worth $251,975.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling HRB?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened a new position in HRB.

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy HRB?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in HRB in 2026-Q1. They have held the position across 16 quarters.