Ameritas Advisory Services’s H&R Block HRB Stock Holding History

Ameritas Advisory Services’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	-27	Closed	-$1.48K	–	2475
2025 Q2	$1.48K	Buy	+27	New	+$1.56K	﹤0.01%	2554
2023 Q2	–	Sell	-833	Closed	-$29.4K	–	1438
2023 Q1	$29.4K	Buy	+833	New	+$30.8K	﹤0.01%	1473

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameritas Advisory Services's HRB Position: Q3 2025 in Review

Ameritas Advisory Services sold out of H&R Block (HRB) in Q3 2025, closing a stake of 27 shares — an estimated $1.48K sold.

Ameritas Advisory Services first reported a position in HRB in Q1 2023 and held it in 2 quarters. The position peaked at $29.4K in Q1 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Ameritas Advisory Services reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 27 H&R Block shares in Q3 2025, an estimated $1.48K.
Ameritas Advisory Services first reported a position in H&R Block in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's H&R Block position peaked at $29.4K in Q1 2023.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.