Advisors Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,902
| Closed | -$96.2K | – | 1470 |
|
|
2025
Q3 | $96.2K | Sell |
1,902
-1,887
| -50% | -$99.7K | ﹤0.01% | 1218 |
|
|
2025
Q2 | $208K | Sell |
3,789
-112
| -3% | -$6.47K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $214K | Sell |
3,901
-51
| -1% | -$2.73K | ﹤0.01% | 1101 |
|
|
2024
Q4 | $209K | Buy |
3,952
+1,240
| +46% | +$72.9K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $172K | Buy |
2,712
+1,730
| +176% | +$103K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $53.3K | Buy |
+982
| New | +$48.9K | ﹤0.01% | 1279 |
|
|
2024
Q1 | – | Sell |
-7,905
| Closed | -$382K | – | 1418 |
|
|
2023
Q4 | $382K | Sell |
7,905
-12,098
| -60% | -$539K | 0.01% | 974 |
|
|
2023
Q3 | $861K | Sell |
20,003
-14,298
| -42% | -$528K | 0.02% | 756 |
|
|
2023
Q2 | $1.09M | Sell |
34,301
-22,940
| -40% | -$741K | 0.02% | 707 |
|
|
2023
Q1 | $2.02M | Sell |
57,241
-104,550
| -65% | -$3.87M | 0.04% | 521 |
|
|
2022
Q4 | $5.91M | Sell |
161,791
-97,424
| -38% | -$3.96M | 0.12% | 190 |
|
|
2022
Q3 | $11M | Sell |
259,215
-115,019
| -31% | -$4.87M | 0.23% | 84 |
|
|
2022
Q2 | $13.2M | Sell |
374,234
-122,443
| -25% | -$3.78M | 0.25% | 75 |
|
|
2022
Q1 | $12.9M | Sell |
496,677
-95,453
| -16% | -$2.32M | 0.2% | 102 |
|
|
2021
Q4 | $14M | Sell |
592,130
-4,667
| -0.8% | -$113K | 0.2% | 96 |
|
|
2021
Q3 | $14.9M | Buy |
596,797
+15,371
| +3% | +$383K | 0.23% | 82 |
|
|
2021
Q2 | $13.7M | Buy |
581,426
+137,272
| +31% | +$3.25M | 0.2% | 101 |
|
|
2021
Q1 | $9.68M | Buy |
444,154
+147,085
| +50% | +$2.78M | 0.15% | 130 |
|
|
2020
Q4 | $4.71M | Buy |
297,069
+139,814
| +89% | +$2.41M | 0.08% | 251 |
|
|
2020
Q3 | $2.56M | Buy |
157,255
+94,451
| +150% | +$1.39M | 0.05% | 373 |
|
|
2020
Q2 | $897K | Buy |
+62,804
| New | +$993K | 0.02% | 720 |
|
|
2017
Q1 | – | Sell |
-900
| Closed | -$21K | – | 1646 |
|
|
2016
Q4 | $21K | Sell |
900
-100
| -10% | -$2.29K | ﹤0.01% | 1793 |
|
|
2016
Q3 | $23K | Sell |
1,000
-100
| -9% | -$2.34K | ﹤0.01% | 1774 |
|
|
2016
Q2 | $25K | Hold |
1,100
| – | – | ﹤0.01% | 1780 |
|
|
2016
Q1 | $29K | Hold |
1,100
| – | – | ﹤0.01% | 1707 |
|
|
2015
Q4 | $37K | Sell |
1,100
-300
| -21% | -$10.7K | ﹤0.01% | 1785 |
|
|
2015
Q3 | $51K | Hold |
1,400
| – | – | ﹤0.01% | 1705 |
|
|
2015
Q2 | $42K | Hold |
1,400
| – | – | ﹤0.01% | 1741 |
|
|
2015
Q1 | $45K | Sell |
1,400
-16,384
| -92% | -$549K | ﹤0.01% | 1712 |
|
|
2014
Q4 | $599K | Sell |
17,784
-46,559
| -72% | -$1.49M | 0.01% | 1013 |
|
|
2014
Q3 | $2M | Sell |
64,343
-15,199
| -19% | -$496K | 0.03% | 624 |
|
|
2014
Q2 | $2.67M | Sell |
79,542
-25,415
| -24% | -$757K | 0.04% | 509 |
|
|
2014
Q1 | $3.17M | Sell |
104,957
-13,952
| -12% | -$419K | 0.05% | 427 |
|
|
2013
Q4 | $3.45M | Sell |
118,909
-233,320
| -66% | -$6.63M | 0.06% | 393 |
|
|
2013
Q3 | $9.39M | Sell |
352,229
-24,372
| -6% | -$709K | 0.17% | 177 |
|
|
2013
Q2 | $10.5M | Buy |
+376,601
| New | +$10.7M | 0.2% | 158 |
|
Other funds holding HRB
Advisors Asset Management's HRB Position: Q4 2025 in Review
Advisors Asset Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 1,902 shares — an estimated $96.2K sold.
Advisors Asset Management first reported a position in HRB in Q2 2013 and held it in 36 quarters. The position peaked at $14.9M in Q3 2021. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.
- Advisors Asset Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
- Advisors Asset Management sold 1,902 H&R Block shares in Q4 2025, an estimated $96.2K.
- Advisors Asset Management first reported a position in H&R Block in Q2 2013 and held it in 36 quarters.
- Advisors Asset Management's H&R Block position peaked at $14.9M in Q3 2021.
- 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.
Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.