Aigen Investment Management’s H&R Block HRB Stock Holding History

Aigen Investment 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	-8,164	Closed	-$413K	–	775
2025 Q3	$413K	Buy	+8,164	New	+$431K	0.06%	448
2025 Q2	–	Sell	-15,625	Closed	-$858K	–	922
2025 Q1	$858K	Buy	+15,625	New	+$835K	0.14%	223
2023 Q3	–	Sell	-34,869	Closed	-$1.11M	–	938
2023 Q2	$1.11M	Sell	34,869 -17,080	-33%	-$552K	0.16%	175
2023 Q1	$1.83M	Buy	+51,949	New	+$1.92M	0.25%	100
2022 Q4	–	Sell	-17,273	Closed	-$735K	–	645
2022 Q3	$735K	Buy	+17,273	New	+$731K	0.11%	242
2022 Q1	–	Sell	-16,816	Closed	-$400K	–	784
2021 Q4	$400K	Buy	+16,816	New	+$408K	0.02%	695
2020 Q4	–	Sell	-251,409	Closed	-$4.09M	–	888
2020 Q3	$4.09M	Buy	+251,409	New	+$3.7M	0.52%	23

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aigen Investment Management's HRB Position: Q4 2025 in Review

Aigen Investment Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 8,164 shares — an estimated $413K sold.

Aigen Investment Management first reported a position in HRB in Q3 2020 and held it in 7 quarters. The position peaked at $4.09M in Q3 2020. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Aigen Investment Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 8,164 H&R Block shares in Q4 2025, an estimated $413K.
Aigen Investment Management first reported a position in H&R Block in Q3 2020 and held it in 7 quarters.
Aigen Investment Management's H&R Block position peaked at $4.09M in Q3 2020.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.