AdvisorShares Investments’s H&R Block HRB Stock Holding History

AdvisorShares Investments’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	-8,000	Closed	-$439K	–	325
2025 Q2	$439K	Buy	+8,000	New	+$462K	0.08%	187
2025 Q1	–	Sell	-7,600	Closed	-$402K	–	289
2024 Q4	$402K	Buy	+7,600	New	+$447K	0.08%	183
2024 Q1	–	Sell	-10,359	Closed	-$501K	–	301
2023 Q4	$501K	Sell	10,359 -121	-1%	-$5.39K	0.12%	102
2023 Q3	$451K	Buy	+10,480	New	+$387K	0.12%	66
2023 Q1	–	Sell	-8,864	Closed	-$324K	–	307
2022 Q4	$324K	Sell	8,864 -1,728	-16%	-$70.2K	0.09%	189
2022 Q3	$451K	Buy	+10,592	New	+$448K	0.12%	110

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 $3.38T AUM 44.17% 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

AdvisorShares Investments's HRB Position: Q3 2025 in Review

AdvisorShares Investments sold out of H&R Block (HRB) in Q3 2025, closing a stake of 8,000 shares — an estimated $439K sold.

AdvisorShares Investments first reported a position in HRB in Q3 2022 and held it in 6 quarters. The position peaked at $501K in Q4 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

AdvisorShares Investments reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
AdvisorShares Investments sold 8,000 H&R Block shares in Q3 2025, an estimated $439K.
AdvisorShares Investments first reported a position in H&R Block in Q3 2022 and held it in 6 quarters.
AdvisorShares Investments's H&R Block position peaked at $501K in Q4 2023.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on AdvisorShares Investments's 13F filing for Q3 2025, filed 5 Nov 2025.