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Caldwell Sutter Capital’s H&R Block HRB Stock Holding History

Caldwell Sutter 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 		– Sell
-200
Closed -$11K – 877
2025
Q1 		$11K Hold
200
– – 0.01% 527
2024
Q4 		$10.6K Hold
200
– – ﹤0.01% 543
2024
Q3 		$12.7K Hold
200
– – 0.01% 531
2024
Q2 		$10.8K Hold
200
– – 0.01% 550
2024
Q1 		$9.82K Hold
200
– – ﹤0.01% 547
2023
Q4 		$9.67K Hold
200
– – ﹤0.01% 552
2023
Q3 		$8.61K Hold
200
– – ﹤0.01% 546
2023
Q2 		$6.37K Hold
200
– – ﹤0.01% 578
2023
Q1 		$7.05K Buy
+200
New +$7.4K 0.01% 423

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Sutter Capital's HRB Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of H&R Block (HRB) in Q2 2025, closing a stake of 200 shares — an estimated $11K sold.

Caldwell Sutter Capital first reported a position in HRB in Q1 2023 and held it in 9 quarters. The position peaked at $12.7K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 200 H&R Block shares in Q2 2025, an estimated $11K.
  • Caldwell Sutter Capital first reported a position in H&R Block in Q1 2023 and held it in 9 quarters.
  • Caldwell Sutter Capital's H&R Block position peaked at $12.7K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.