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Bellwether Advisors’s H&R Block HRB Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1
Closed -$55 – 325
2025
Q2 		$55 Hold
1
– – ﹤0.01% 591
2025
Q1 		$55 Hold
1
– – ﹤0.01% 508
2024
Q4 		$53 Buy
+1
New +$59 ﹤0.01% 510
2023
Q2 		– Sell
-1
Closed -$35 – 249
2023
Q1 		$35 Hold
1
– – ﹤0.01% 469
2022
Q4 		$36 Buy
+1
New +$41 ﹤0.01% 429

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bellwether Advisors's HRB Position: Q3 2025 in Review

Bellwether Advisors sold out of H&R Block (HRB) in Q3 2025, closing a stake of 1 share — an estimated $55 sold.

Bellwether Advisors first reported a position in HRB in Q4 2022 and held it in 5 quarters. The position peaked at $55 in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Bellwether Advisors reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 H&R Block share in Q3 2025, an estimated $55.
  • Bellwether Advisors first reported a position in H&R Block in Q4 2022 and held it in 5 quarters.
  • Bellwether Advisors's H&R Block position peaked at $55 in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.