CI Investments Inc
HRB icon

CI Investments Inc’s H&R Block HRB Stock Holding History

CI Investments Inc’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
-1,503
Closed -$76K – 923
2025
Q3 		$76K Sell
1,503
-868
-37% -$45.9K ﹤0.01% 940
2025
Q2 		$130K Sell
2,371
-717
-23% -$41.4K ﹤0.01% 840
2025
Q1 		$170K Buy
3,088
+61
+2% +$3.26K ﹤0.01% 772
2024
Q4 		$160K Buy
3,027
+98
+3% +$5.76K ﹤0.01% 806
2024
Q3 		$186K Buy
2,929
+544
+23% +$32.4K ﹤0.01% 679
2024
Q2 		$129K Sell
2,385
-332
-12% -$16.5K ﹤0.01% 745
2024
Q1 		$133K Buy
2,717
+781
+40% +$37.1K ﹤0.01% 810
2023
Q4 		$94K Buy
1,936
+42
+2% +$1.87K ﹤0.01% 843
2023
Q3 		$82K Buy
1,894
+5
+0.3% +$185 ﹤0.01% 866
2023
Q2 		$60K Sell
1,889
-10,088
-84% -$326K ﹤0.01% 909
2023
Q1 		$422K Buy
11,977
+963
+9% +$35.6K ﹤0.01% 465
2022
Q4 		$402K Sell
11,014
-5,421
-33% -$220K ﹤0.01% 474
2022
Q3 		$699K Sell
16,435
-10,246
-38% -$434K ﹤0.01% 397
2022
Q2 		$942K Buy
26,681
+13,702
+106% +$423K ﹤0.01% 390
2022
Q1 		$338K Sell
12,979
-2,499
-16% -$60.7K ﹤0.01% 605
2021
Q4 		$365K Buy
15,478
+6,011
+63% +$146K ﹤0.01% 655
2021
Q3 		$237K Buy
9,467
+457
+5% +$11.4K ﹤0.01% 708
2021
Q2 		$212K Sell
9,010
-21,897
-71% -$518K ﹤0.01% 732
2021
Q1 		$674K Sell
30,907
-5,639
-15% -$107K ﹤0.01% 467
2020
Q4 		$580K Buy
36,546
+989
+3% +$17.1K ﹤0.01% 463
2020
Q3 		$579K Buy
35,557
+8,444
+31% +$124K ﹤0.01% 394
2020
Q2 		$387K Buy
27,113
+153
+0.6% +$2.42K ﹤0.01% 432
2020
Q1 		$380K Sell
26,960
-4,214
-14% -$88.3K ﹤0.01% 421
2019
Q4 		$732K Sell
31,174
-625
-2% -$15K ﹤0.01% 389
2019
Q3 		$751K Buy
+31,799
New +$841K ﹤0.01% 382

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CI Investments Inc's HRB Position: Q4 2025 in Review

CI Investments Inc sold out of H&R Block (HRB) in Q4 2025, closing a stake of 1,503 shares — an estimated $76K sold.

CI Investments Inc first reported a position in HRB in Q3 2019 and held it in 25 quarters. The position peaked at $942K in Q2 2022. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • CI Investments Inc reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,503 H&R Block shares in Q4 2025, an estimated $76K.
  • CI Investments Inc first reported a position in H&R Block in Q3 2019 and held it in 25 quarters.
  • CI Investments Inc's H&R Block position peaked at $942K in Q2 2022.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.