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Binnacle Investments’s H&R Block HRB Stock Holding History

Binnacle Investments’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 		$4.25K Buy
84
+39
+87% +$2.06K ﹤0.01% 556
2025
Q2 		$2.47K Buy
45
+24
+114% +$1.39K ﹤0.01% 551
2025
Q1 		$1.15K Buy
+21
New +$1.12K ﹤0.01% 578

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Binnacle Investments's HRB Position: Q3 2025 in Review

Binnacle Investments increased its H&R Block (HRB) stake by 87% in Q3 2025, buying an estimated $2.06K and bringing the position to 84 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Binnacle Investments first reported a position in HRB in Q1 2025 and has held it in 3 quarters since. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Binnacle Investments held 84 shares of H&R Block worth $4.25K as of Q3 2025.
  • Binnacle Investments bought 39 H&R Block shares in Q3 2025, an estimated $2.06K.
  • H&R Block made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #556 holding.
  • Binnacle Investments first reported a position in H&R Block in Q1 2025 and has held it in 3 quarters since.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.