AM
HRB icon

AGF Management’s H&R Block HRB Stock Holding History

AGF 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
2026
Q1 		$3.82M Buy
120,211
+51,387
+75% +$1.79M 0.02% 311
2025
Q4 		$3M Buy
68,824
+3,709
+6% +$173K 0.01% 381
2025
Q3 		$3.29M Buy
65,115
+11,851
+22% +$626K 0.01% 372
2025
Q2 		$2.92M Buy
53,264
+2,719
+5% +$157K 0.01% 415
2025
Q1 		$2.78M Buy
50,545
+6,659
+15% +$356K 0.01% 363
2024
Q4 		$2.32M Sell
43,886
-4,152
-9% -$244K 0.01% 465
2024
Q3 		$3.05M Sell
48,038
-7
-0% -$417 0.02% 438
2024
Q2 		$2.61M Buy
48,045
+1,398
+3% +$69.6K 0.01% 338
2024
Q1 		$2.29M Sell
46,647
-14,050
-23% -$667K 0.01% 449
2023
Q4 		$2.94M Sell
60,697
-15,444
-20% -$688K 0.02% 396
2023
Q3 		$3.28M Buy
+76,141
New +$2.81M 0.02% 302
2023
Q2 		– Sell
-92,746
Closed -$3.27M – 715
2023
Q1 		$3.27M Buy
+92,746
New +$3.43M 0.02% 403

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return