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 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

Bard Financial Services's HRB Position: Q3 2025 in Review

Bard Financial Services held its H&R Block (HRB) position steady in Q3 2025 at 5,000 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #183.

Bard Financial Services first reported a position in HRB in Q2 2022 and has held it in 13 quarters since. The position peaked at $318K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Bard Financial Services held 5,000 shares of H&R Block worth $253K as of Q3 2025.
Bard Financial Services left its H&R Block share count unchanged in Q3 2025.
H&R Block made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #183 holding.
Bard Financial Services first reported a position in H&R Block in Q2 2022 and has held it in 13 quarters since.
Bard Financial Services's H&R Block position peaked at $318K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.