CIG
HRB icon

CCM Investment Group’s H&R Block HRB Stock Holding History

CCM Investment 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
Q1 		$845K Buy
15,614
+684
+5% +$36.6K 0.09% 129
2024
Q4 		$778K Buy
+14,930
New +$877K 0.08% 137

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM Investment Group's HRB Position: Q1 2025 in Review

CCM Investment Group increased its H&R Block (HRB) stake by 4.6% in Q1 2025, buying an estimated $36.6K and bringing the position to 15,614 shares worth $845K. The position accounts for 0.09% of the portfolio, ranked #129.

CCM Investment Group first reported a position in HRB in Q4 2024 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • CCM Investment Group held 15,614 shares of H&R Block worth $845K as of Q1 2025.
  • CCM Investment Group bought 684 H&R Block shares in Q1 2025, an estimated $36.6K.
  • H&R Block made up 0.09% of CCM Investment Group's portfolio in Q1 2025, its #129 holding.
  • CCM Investment Group first reported a position in H&R Block in Q4 2024 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.