Caprock Group’s H&R Block HRB Stock Holding History

Caprock Group’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	-4,005	Closed	-$202K	–	1243
2025 Q3	$202K	Buy	+4,005	New	+$212K	0.01%	1065
2025 Q1	–	Sell	-4,856	Closed	-$259K	–	1123
2024 Q4	$259K	Sell	4,856 -1,046	-18%	-$61.5K	0.01%	855
2024 Q3	$377K	Buy	5,902 +746	+14%	+$44.5K	0.01%	648
2024 Q2	$281K	Buy	+5,156	New	+$257K	0.01%	703

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Caprock Group's HRB Position: Q4 2025 in Review

Caprock Group sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,005 shares — an estimated $202K sold.

Caprock Group first reported a position in HRB in Q2 2024 and held it in 4 quarters. The position peaked at $377K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Caprock Group reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 4,005 H&R Block shares in Q4 2025, an estimated $202K.
Caprock Group first reported a position in H&R Block in Q2 2024 and held it in 4 quarters.
Caprock Group's H&R Block position peaked at $377K in Q3 2024.
506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.