Bayesian Capital Management’s H&R Block HRB Stock Holding History

Bayesian Capital 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 Q3	–	Sell	-8,321	Closed	-$457K	–	650
2025 Q2	$457K	Sell	8,321 -16,100	-66%	-$930K	0.07%	302
2025 Q1	$1.34M	Buy	24,421 +9,994	+69%	+$534K	0.22%	128
2024 Q4	$762K	Sell	14,427 -6,900	-32%	-$405K	0.09%	290
2024 Q3	$1.36M	Buy	21,327 +16,200	+316%	+$966K	0.16%	190
2024 Q2	$278K	Buy	+5,127	New	+$255K	0.03%	526
2023 Q4	–	Sell	-23,372	Closed	-$1.01M	–	875
2023 Q3	$1.01M	Buy	+23,372	New	+$863K	0.11%	221
2023 Q1	–	Sell	-15,900	Closed	-$581K	–	927
2022 Q4	$581K	Buy	15,900 +7,800	+96%	+$317K	0.08%	309
2022 Q3	$345K	Sell	8,100 -15,000	-65%	-$635K	0.07%	372
2022 Q2	$816K	Buy	+23,100	New	+$713K	0.15%	203
2022 Q1	–	Sell	-11,988	Closed	-$282K	–	836
2021 Q4	$282K	Buy	+11,988	New	+$291K	0.09%	262
2020 Q1	–	Sell	-26,200	Closed	-$615K	–	855
2019 Q4	$615K	Buy	+26,200	New	+$629K	0.11%	262
2018 Q2	–	Sell	-58,200	Closed	-$1.48M	–	650
2018 Q1	$1.48M	Sell	58,200 -7,100	-11%	-$187K	0.38%	59
2017 Q4	$1.71M	Buy	+65,300	New	+$1.69M	0.35%	66
2017 Q2	–	Sell	-66,000	Closed	-$1.53M	–	509
2017 Q1	$1.53M	Buy	+66,000	New	+$1.48M	0.73%	12
2016 Q3	–	Sell	-12,542	Closed	-$288K	–	421
2016 Q2	$288K	Buy	+12,542	New	+$279K	0.17%	243

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

Bayesian Capital Management's HRB Position: Q3 2025 in Review

Bayesian Capital Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 8,321 shares — an estimated $457K sold.

Bayesian Capital Management first reported a position in HRB in Q2 2016 and held it in 15 quarters. The position peaked at $1.71M in Q4 2017. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Bayesian Capital Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 8,321 H&R Block shares in Q3 2025, an estimated $457K.
Bayesian Capital Management first reported a position in H&R Block in Q2 2016 and held it in 15 quarters.
Bayesian Capital Management's H&R Block position peaked at $1.71M in Q4 2017.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.