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

Affinity 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 		– Sell
-12,649
Closed -$694K – 111
2025
Q2 		$694K Buy
12,649
+312
+3% +$18K 0.11% 54
2025
Q1 		$677K Buy
12,337
+1,999
+19% +$107K 0.13% 49
2024
Q4 		$546K Sell
10,338
-2,353
-19% -$138K 0.1% 56
2024
Q3 		$807K Buy
+12,691
New +$756K 0.14% 50
2017
Q3 		$437K Buy
+16,518
New +$480K 0.27% 32

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Affinity Wealth Management's HRB Position: Q3 2025 in Review

Affinity Wealth Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 12,649 shares — an estimated $694K sold.

Affinity Wealth Management first reported a position in HRB in Q3 2017 and held it in 5 quarters. The position peaked at $807K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Affinity Wealth Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Affinity Wealth Management sold 12,649 H&R Block shares in Q3 2025, an estimated $694K.
  • Affinity Wealth Management first reported a position in H&R Block in Q3 2017 and held it in 5 quarters.
  • Affinity Wealth Management's H&R Block position peaked at $807K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

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