Back to HRB
ALPS ADVISORS INC HRB Position History
H&R Block, Inc. • Financial Services
Quarters held
7
Latest value
$9.2M
Q3 2026
Peak value
$19.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $19.7M |
| Q4 2025 | $961K |
| Q4 2025 | $16M |
| Q1 2026 | $11.7M |
| Q2 2026 | $13.7M |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 226.4K | — | — |
| Q2 2026 | $13.7M | 360.2K | — | — |
| Q1 2026 | $11.7M | 369.6K | — | — |
| Q4 2025 | $16M | 366.6K | — | — |
| Q4 2025 | $961K | 22.0K | — | — |
| Q3 2025 | $19.7M | 389.4K | — | — |
| Q3 2025 | $1.1M | 22.0K | — | — |
Other funds holding HRB
$562.8M
$361.3M
$234.6M
$160M
$160M
$146.4M
$134.4M