Cerity Partners

Cerity Partners’s H&R Block HRB Stock Holding History

Cerity Partners’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
2026 Q1	$4.45M	Buy	140,180 +30,850	+28%	+$1.08M	0.01%	1069
2025 Q4	$4.76M	Buy	109,330 +5,483	+5%	+$256K	0.01%	946
2025 Q3	$5.25M	Buy	103,847 +7,936	+8%	+$419K	0.01%	834
2025 Q2	$5.26M	Buy	95,911 +470	+0.5%	+$27.1K	0.01%	781
2025 Q1	$5.24M	Sell	95,441 -20,196	-17%	-$1.08M	0.01%	719
2024 Q4	$6.8M	Sell	115,637 -17,026	-13%	-$1M	0.01%	609
2024 Q3	$8.43M	Buy	132,663 +42,934	+48%	+$2.56M	0.02%	543
2024 Q2	$4.87M	Sell	89,729 -6,648	-7%	-$331K	0.01%	616
2024 Q1	$4.73M	Buy	96,377 +63,876	+197%	+$3.03M	0.01%	661
2023 Q4	$1.57M	Buy	32,501 +1,770	+6%	+$78.9K	0.01%	842
2023 Q3	$1.32M	Sell	30,731 -2,027	-6%	-$74.8K	0.01%	679
2023 Q2	$1.04M	Buy	32,758 +859	+3%	+$27.7K	﹤0.01%	915
2023 Q1	$1.12M	Sell	31,899 -505	-2%	-$18.7K	﹤0.01%	928
2022 Q4	$1.18M	Buy	+32,404	New	+$1.32M	0.01%	652
2018 Q2	–	Sell	-18,854	Closed	-$479K	–	558
2018 Q1	$479K	Buy	+18,854	New	+$496K	0.04%	342

Other funds holding HRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return