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

Axxcess 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
Q1 		– Sell
-3,846
Closed -$203K – 892
2024
Q4 		$203K Buy
3,846
+274
+8% +$16.1K ﹤0.01% 815
2024
Q3 		$227K Buy
+3,572
New +$213K 0.01% 800

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axxcess Wealth Management's HRB Position: Q1 2025 in Review

Axxcess Wealth Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 3,846 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in HRB in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Axxcess Wealth Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,846 H&R Block shares in Q1 2025, an estimated $203K.
  • Axxcess Wealth Management first reported a position in H&R Block in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's H&R Block position peaked at $227K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.