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Cahill Financial Advisors’s H&R Block HRB Stock Holding History

Cahill Financial 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
Q4 		– Sell
-4,075
Closed -$206K – 283
2025
Q3 		$206K Buy
4,075
+221
+6% +$11.7K 0.02% 280
2025
Q2 		$212K Sell
3,854
-916
-19% -$52.9K 0.03% 267
2025
Q1 		$262K Buy
4,770
+415
+10% +$22.2K 0.04% 231
2024
Q4 		$230K Buy
+4,355
New +$256K 0.03% 244
2021
Q4 		– Sell
-756
Closed -$19K – 454
2021
Q3 		$19K Buy
+756
New +$18.8K ﹤0.01% 459

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cahill Financial Advisors's HRB Position: Q4 2025 in Review

Cahill Financial Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,075 shares — an estimated $206K sold.

Cahill Financial Advisors first reported a position in HRB in Q3 2021 and held it in 5 quarters. The position peaked at $262K in Q1 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Cahill Financial Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 4,075 H&R Block shares in Q4 2025, an estimated $206K.
  • Cahill Financial Advisors first reported a position in H&R Block in Q3 2021 and held it in 5 quarters.
  • Cahill Financial Advisors's H&R Block position peaked at $262K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Cahill Financial Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.