Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

HRBHRB
16 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in BLOCK H & R INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 7,939 shares of HRB (BLOCK H & R INC), worth $251,975 as of 2026-Q1. This is a new position. HRB represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$251,975

Current Shares

7,939

Total Value Change

-$843,025

Total Shares Change

-59,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
New
7,939
-
$251,9750.0%$31.50
32
2024-Q1
Exited
0
-100.0%
$00.0%$46.71
0
2023-Q4
Decreased
4,646
-47.3%
$224,7130.0%$45.70
0
2023-Q3
Decreased
8,817
-49.5%
$379,6750.0%$40.40
0
2023-Q2
Decreased
17,472
-0.8%
$556,8280.0%$29.80
0
2023-Q1
Decreased
17,605
-25.6%
$620,5680.0%$31.90
0
2022-Q4
Decreased
23,659
-11.2%
$863,8000.0%$33.39
0
2022-Q3
Decreased
26,643
-20.3%
$1.1M0.0%$39.43
0
2022-Q2
Decreased
33,447
-0.9%
$1.2M0.0%$31.20
0
2022-Q1
Decreased
33,767
-13.2%
$879,0000.0%$23.47
0
2021-Q4
Decreased
38,892
-12.7%
$916,0000.0%$20.93
0
2021-Q3
Decreased
44,537
-34.1%
$1.1M0.0%$22.08
0
2021-Q2
Decreased
67,545
-2.0%
$1.6M0.0%$20.24
0
2021-Q1
Decreased
68,938
-8.6%
$1.5M0.0%$18.68
0
2020-Q4
Increased
75,410
+12.2%
$1.2M0.0%$13.14
28
2020-Q3
New
67,226
-
$1.1M0.0%$13.52
35

Other major holders of HRB: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc., BlackRock Finance, Inc.

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