BFS
HRB icon

Bard Financial Services’s H&R Block HRB Stock Holding History

Bard Financial 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 		$253K Hold
5,000
– – 0.03% 183
2025
Q2 		$274K Hold
5,000
– – 0.03% 177
2025
Q1 		$275K Hold
5,000
– – 0.03% 182
2024
Q4 		$264K Hold
5,000
– – 0.03% 178
2024
Q3 		$318K Hold
5,000
– – 0.04% 175
2024
Q2 		$271K Hold
5,000
– – 0.03% 188
2024
Q1 		$246K Hold
5,000
– – 0.03% 199
2023
Q4 		$242K Hold
5,000
– – 0.03% 206
2023
Q3 		$215K Buy
+5,000
New +$185K 0.03% 205
2023
Q2 		– Sell
-6,250
Closed -$220K – 324
2023
Q1 		$220K Sell
6,250
-1,000
-14% -$37K 0.02% 292
2022
Q4 		$265K Hold
7,250
– – 0.02% 258
2022
Q3 		$308K Hold
7,250
– – 0.03% 232
2022
Q2 		$256K Buy
+7,250
New +$224K 0.02% 246

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $60.7B 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return