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

Alpine Bank 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
Q4 		– Sell
-513
Closed -$25.9K – 266
2025
Q3 		$25.9K Buy
+513
New +$27.1K ﹤0.01% 305

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Alpine Bank Wealth Management's HRB Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 513 shares — an estimated $25.9K sold.

Alpine Bank Wealth Management first reported a position in HRB in Q3 2025 and held it in 1 quarter. The position peaked at $25.9K in Q3 2025. 505 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 513 H&R Block shares in Q4 2025, an estimated $25.9K.
  • Alpine Bank Wealth Management first reported a position in H&R Block in Q3 2025 and held it in 1 quarter.
  • Alpine Bank Wealth Management's H&R Block position peaked at $25.9K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.