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Cannell & Spears’s H&R Block HRB Stock Holding History

Cannell & Spears’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
-4,409
Closed -$242K – 415
2025
Q2 		$242K Buy
4,409
+5
+0.1% +$289 ﹤0.01% 347
2025
Q1 		$242K Sell
4,404
-626
-12% -$33.5K 0.01% 342
2024
Q4 		$266K Sell
5,030
-1,865
-27% -$110K 0.01% 349
2024
Q3 		$438K Buy
+6,895
New +$411K 0.01% 309

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

Cannell & Spears's HRB Position: Q3 2025 in Review

Cannell & Spears sold out of H&R Block (HRB) in Q3 2025, closing a stake of 4,409 shares — an estimated $242K sold.

Cannell & Spears first reported a position in HRB in Q3 2024 and held it in 4 quarters. The position peaked at $438K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Cannell & Spears reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Cannell & Spears sold 4,409 H&R Block shares in Q3 2025, an estimated $242K.
  • Cannell & Spears first reported a position in H&R Block in Q3 2024 and held it in 4 quarters.
  • Cannell & Spears's H&R Block position peaked at $438K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Cannell & Spears's 13F filing for Q3 2025, filed 14 Nov 2025.