Belmont Capital’s H&R Block HRB Stock Holding History

Belmont Capital’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 Q2	$220K	Hold	4,000	–	–	0.03%	120
2025 Q1	$220K	Hold	4,000	–	–	0.04%	117
2024 Q4	$211K	Hold	4,000	–	–	0.03%	79
2024 Q3	$254K	Hold	4,000	–	–	0.04%	106
2024 Q2	$217K	Hold	4,000	–	–	0.04%	124
2024 Q1	$196K	Sell	4,000 -1,410	-26%	-$67K	0.05%	91
2023 Q4	$262K	Buy	5,410 +40	+0.7%	+$1.78K	0.11%	68
2023 Q3	$231K	Buy	5,370 +4,569	+570%	+$169K	0.13%	63
2023 Q2	$25.5K	Sell	801 -77	-9%	-$2.49K	0.01%	88
2023 Q1	$30.9K	Hold	878	–	–	0.03%	54
2022 Q4	$32K	Hold	878	–	–	0.03%	55
2022 Q3	$37K	Buy	+878	New	+$37.2K	0.04%	42

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belmont Capital's HRB Position: Q2 2025 in Review

Belmont Capital held its H&R Block (HRB) position steady in Q2 2025 at 4,000 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #120.

Belmont Capital first reported a position in HRB in Q3 2022 and has held it in 12 quarters since. The position peaked at $262K in Q4 2023. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Belmont Capital held 4,000 shares of H&R Block worth $220K as of Q2 2025.
Belmont Capital left its H&R Block share count unchanged in Q2 2025.
H&R Block made up 0.03% of Belmont Capital's portfolio in Q2 2025, its #120 holding.
Belmont Capital first reported a position in H&R Block in Q3 2022 and has held it in 12 quarters since.
Belmont Capital's H&R Block position peaked at $262K in Q4 2023.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.