Bell Investment Advisors’s H&R Block HRB Stock Holding History

Bell Investment Advisors’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
2026 Q1	$7.36K	Buy	232 +93	+67%	+$3.24K	﹤0.01%	809
2025 Q4	$6.06K	Sell	139 -8	-5%	-$374	﹤0.01%	899
2025 Q3	$7.43K	Sell	147 -33	-18%	-$1.74K	﹤0.01%	751
2025 Q2	$9.88K	Hold	180	–	–	﹤0.01%	679
2025 Q1	$9.88K	Buy	180 +9	+5%	+$481	﹤0.01%	611
2024 Q4	$9.04K	Sell	171 -7	-4%	-$411	﹤0.01%	644
2024 Q3	$11.3K	Hold	178	–	–	﹤0.01%	569
2024 Q2	$9.65K	Buy	178 +1	+0.6%	+$50	﹤0.01%	625
2024 Q1	$8.69K	Buy	177 +17	+11%	+$808	﹤0.01%	650
2023 Q4	$7.74K	Buy	160 +6	+4%	+$267	﹤0.01%	657
2023 Q3	$6.63K	Sell	154 -29	-16%	-$1.07K	﹤0.01%	670
2023 Q2	$5.83K	Buy	183 +38	+26%	+$1.23K	﹤0.01%	738
2023 Q1	$5.11K	Buy	145 +48	+49%	+$1.77K	﹤0.01%	781
2022 Q4	$3.54K	Sell	97 -11	-10%	-$447	﹤0.01%	987
2022 Q3	$5K	Buy	108 +9	+9%	+$381	﹤0.01%	680
2022 Q2	$3K	Buy	+99	New	+$3.06K	﹤0.01%	952
2021 Q4	$0	Sell	21 -235	-92%	-$5.7K	﹤0.01%	1858
2021 Q3	$6K	Buy	+256	New	+$6.38K	﹤0.01%	634

Other funds holding HRB

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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return