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Annis Gardner Whiting Capital Advisors’s H&R Block HRB Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$4.29K Buy
135
+90
+200% +$3.14K ﹤0.01% 972
2025
Q4 		$1.96K Sell
45
-5,000
-99% -$234K ﹤0.01% 964
2025
Q3 		$255K Buy
5,045
+3,575
+243% +$189K 0.05% 247
2025
Q2 		$80.7K Sell
1,470
-800
-35% -$46.2K 0.03% 338
2025
Q1 		$125K Buy
2,270
+2,200
+3,143% +$118K 0.05% 240
2024
Q4 		$3.72K Buy
70
+25
+56% +$1.47K ﹤0.01% 640
2024
Q3 		$2.88K Hold
45
– – ﹤0.01% 687
2024
Q2 		$2.46K Hold
45
– – ﹤0.01% 840
2024
Q1 		$2.23K Hold
45
– – ﹤0.01% 836
2023
Q4 		$2.19K Hold
45
– – ﹤0.01% 626
2023
Q3 		$1.95K Buy
+45
New +$1.66K ﹤0.01% 617

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