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Advisors Capital Management’s H&R Block HRB Stock Holding History

Advisors Capital 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
Q4 		– Sell
-8,350
Closed -$422K – 582
2025
Q3 		$422K Sell
8,350
-22
-0.3% -$1.16K 0.01% 422
2025
Q2 		$460K Buy
8,372
+97
+1% +$5.6K 0.01% 389
2025
Q1 		$454K Buy
8,275
+14
+0.2% +$748 0.01% 375
2024
Q4 		$437K Buy
+8,261
New +$485K 0.01% 393

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Advisors Capital Management's HRB Position: Q4 2025 in Review

Advisors Capital Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 8,350 shares — an estimated $422K sold.

Advisors Capital Management first reported a position in HRB in Q4 2024 and held it in 4 quarters. The position peaked at $460K in Q2 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Advisors Capital Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Advisors Capital Management sold 8,350 H&R Block shares in Q4 2025, an estimated $422K.
  • Advisors Capital Management first reported a position in H&R Block in Q4 2024 and held it in 4 quarters.
  • Advisors Capital Management's H&R Block position peaked at $460K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Advisors Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.