Avantax Advisory Services’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Other funds holding HRB
Avantax Advisory Services's HRB Position: Q2 2025 in Review
Avantax Advisory Services reduced its H&R Block (HRB) stake by 14% in Q2 2025, selling an estimated $65.5K and leaving 6,986 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.
Avantax Advisory Services first reported a position in HRB in Q2 2024 and has held it in 5 quarters since. The position peaked at $446K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.
- Avantax Advisory Services held 6,986 shares of H&R Block worth $383K as of Q2 2025.
- Avantax Advisory Services sold 1,135 H&R Block shares in Q2 2025, an estimated $65.5K.
- H&R Block made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1746 holding.
- Avantax Advisory Services first reported a position in H&R Block in Q2 2024 and has held it in 5 quarters since.
- Avantax Advisory Services's H&R Block position peaked at $446K in Q1 2025.
- 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.