Abacus FCF Advisors’s H&R Block HRB Stock Holding History

Abacus FCF 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
2025 Q3	–	Sell	-75,326	Closed	-$4.13M	–	71
2025 Q2	$4.13M	Buy	75,326 +1,288	+2%	+$74.4K	0.58%	53
2025 Q1	$4.07M	Buy	74,038 +9,527	+15%	+$509K	0.64%	48
2024 Q4	$3.41M	Buy	64,511 +20,460	+46%	+$1.2M	0.45%	66
2024 Q3	$2.8M	Buy	44,051 +2	+0%	+$119	0.65%	45
2024 Q2	$2.39M	Buy	44,049 +11,814	+37%	+$588K	0.59%	55
2024 Q1	$1.58M	Buy	32,235 +9,218	+40%	+$438K	0.4%	86
2023 Q4	$1.11M	Buy	23,017 +19,201	+503%	+$856K	0.32%	105
2023 Q3	$164K	Buy	+3,816	New	+$141K	0.09%	137
2017 Q3	–	Sell	-9,509	Closed	-$294K	–	104
2017 Q2	$294K	Buy	9,509 +4,869	+105%	+$128K	1.14%	14
2017 Q1	$108K	Buy	4,640 +2,184	+89%	+$48.8K	0.89%	81
2016 Q4	$56K	Buy	2,456 +1,376	+127%	+$31.5K	0.93%	76
2016 Q3	$25K	Buy	+1,080	New	+$25.3K	1%	40

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Abacus FCF Advisors's HRB Position: Q3 2025 in Review

Abacus FCF Advisors sold out of H&R Block (HRB) in Q3 2025, closing a stake of 75,326 shares — an estimated $4.13M sold.

Abacus FCF Advisors first reported a position in HRB in Q3 2016 and held it in 12 quarters. The position peaked at $4.13M in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Abacus FCF Advisors reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Abacus FCF Advisors sold 75,326 H&R Block shares in Q3 2025, an estimated $4.13M.
Abacus FCF Advisors first reported a position in H&R Block in Q3 2016 and held it in 12 quarters.
Abacus FCF Advisors's H&R Block position peaked at $4.13M in Q2 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Abacus FCF Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.