Chesley Taft & Associates LLC HRB — BLOCK H & R INC

Ownership history in Chesley Taft & Associates LLC  ·  9 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported BLOCK H & R INC (HRB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows HRB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in BLOCK H & R INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HRB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HRB stock page Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held HRB — position size vs. price
% of Fund (quarterly)    HRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,932 +9,762 +96.0% 0.03% $633K 2026-04-13 $31.17
2025 Q4 ADDED — — — 10,170 +509 +5.3% 0.02% $443K 2026-01-14 $41.45
2025 Q3 REDUCED — — — 9,661 -125 -1.3% 0.02% $489K 2025-10-08 $49.29
2025 Q2 ADDED — — — 9,786 +128 +1.3% 0.02% $537K 2025-07-09 $53.88
2025 Q1 ADDED — — — 9,658 +317 +3.4% 0.03% $530K 2025-04-10 $54.94
2024 Q4 REDUCED — — — 9,341 -59 -0.6% 0.02% $494K 2025-01-17 $52.75
2024 Q3 UNCHANGED — — — 9,400 — 0% 0.03% $597K 2024-10-07 $58.64
2024 Q2 REDUCED — — — 9,400 -222 -2.3% 0.03% $510K 2024-07-19 $52.70
2024 Q1 INITIATED — — — 9,622 — — 0.02% $473K 2024-04-16 $44.21

🏢 Other funds also holding HRB

As of 2026 Q1 — sorted by position size

Prevatt Capital Ltd 6.07% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.96% Carolina Wealth Advisors, LLC 3Y 0.68% Kendall Capital Management 3Y 7Y 0.43% TECTONIC ADVISORS LLC 3Y 0.42% Sound Income Strategies, LLC 3Y 7Y 0.4% Barnett & Company, Inc. 3Y 7Y 0.26% Argyle Capital Management, LLC 3Y 7Y 0.24% Boston Trust Walden Corp 3Y 7Y 0.23% Range Financial Group LLC 3Y 0.19%

FAQ About Chesley Taft & Associates LLC and HRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning HRB?

Chesley Taft & Associates LLC reported HRB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HRB position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for HRB was 0.03% in 2024 Q3.

What is the latest reported HRB position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 19,932 shares, equal to 0.03% of portfolio, with an estimated market value of $633K.

What does the chart on this HRB ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly HRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chesley Taft & Associates LLC time their HRB position?

Based on 13F filing dates vs. subsequent HRB price moves, Chesley Taft & Associates LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on HRB relative to SPY over the holding period was -29.0%.

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