Algert Global’s H&R Block HRB Stock Holding History

Algert Global’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	-5,940	Closed	-$300K	–	1222
2025 Q3	$300K	Sell	5,940 -24,260	-80%	-$1.28M	0.01%	996
2025 Q2	$1.66M	Buy	+30,200	New	+$1.74M	0.03%	683
2024 Q4	–	Sell	-72,110	Closed	-$4.58M	–	1241
2024 Q3	$4.58M	Buy	72,110 +58,057	+413%	+$3.46M	0.12%	282
2024 Q2	$762K	Buy	+14,053	New	+$700K	0.03%	753
2023 Q4	–	Sell	-64,110	Closed	-$2.76M	–	1184
2023 Q3	$2.76M	Buy	+64,110	New	+$2.37M	0.13%	265
2022 Q4	–	Sell	-22,937	Closed	-$976K	–	1192
2022 Q3	$976K	Sell	22,937 -44,568	-66%	-$1.89M	0.06%	557
2022 Q2	$2.38M	Buy	67,505 +2,220	+3%	+$68.5K	0.18%	135
2022 Q1	$1.7M	Buy	+65,285	New	+$1.58M	0.11%	302
2018 Q4	–	Sell	-80,437	Closed	-$2.07M	–	390
2018 Q3	$2.07M	Sell	80,437 -56,050	-41%	-$1.42M	0.45%	73
2018 Q2	$3.11M	Buy	+136,487	New	+$3.62M	0.65%	42

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

Algert Global's HRB Position: Q4 2025 in Review

Algert Global sold out of H&R Block (HRB) in Q4 2025, closing a stake of 5,940 shares — an estimated $300K sold.

Algert Global first reported a position in HRB in Q2 2018 and held it in 10 quarters. The position peaked at $4.58M in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Algert Global reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Algert Global sold 5,940 H&R Block shares in Q4 2025, an estimated $300K.
Algert Global first reported a position in H&R Block in Q2 2018 and held it in 10 quarters.
Algert Global's H&R Block position peaked at $4.58M in Q3 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.