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Abich Financial Wealth Management’s H&R Block HRB Stock Holding History

Abich Financial Wealth Management’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 		$118K Buy
+2,338
New +$124K 0.04% 201
2024
Q2 		– Sell
-62
Closed -$3.04K – 840
2024
Q1 		$3.04K Buy
62
+55
+786% +$2.61K ﹤0.01% 339
2023
Q4 		$339 Buy
+7
New +$312 ﹤0.01% 426

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Abich Financial Wealth Management's HRB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in H&R Block (HRB) in Q3 2025: 2,338 shares worth $118K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in HRB as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in HRB in Q4 2023 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Abich Financial Wealth Management held 2,338 shares of H&R Block worth $118K as of Q3 2025.
  • H&R Block was a new Abich Financial Wealth Management position in Q3 2025.
  • H&R Block made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #201 holding.
  • Abich Financial Wealth Management first reported a position in H&R Block in Q4 2023 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.