Clark Capital Management Group’s H&R Block HRB Stock Holding History

Clark Capital Management 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 Q2	–	Sell	-744,117	Closed	-$40.9M	–	441
2025 Q1	$40.9M	Sell	744,117 -20,203	-3%	-$1.08M	0.29%	111
2024 Q4	$40.4M	Buy	764,320 +5,607	+0.7%	+$329K	0.28%	115
2024 Q3	$48.2M	Buy	758,713 +22,575	+3%	+$1.35M	0.33%	94
2024 Q2	$39.9M	Buy	736,138 +16,767	+2%	+$835K	0.29%	98
2024 Q1	$35.3M	Buy	719,371 +275,686	+62%	+$13.1M	0.26%	124
2023 Q4	$21.5M	Buy	+443,685	New	+$19.8M	0.18%	140
2015 Q4	–	Sell	-5,537	Closed	-$200K	–	316
2015 Q3	$200K	Buy	+5,537	New	+$188K	0.02%	299
2015 Q1	–	Sell	-6,179	Closed	-$208K	–	338
2014 Q4	$208K	Buy	+6,179	New	+$198K	0.02%	298

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clark Capital Management Group's HRB Position: Q2 2025 in Review

Clark Capital Management Group sold out of H&R Block (HRB) in Q2 2025, closing a stake of 744,117 shares — an estimated $40.9M sold.

Clark Capital Management Group first reported a position in HRB in Q4 2014 and held it in 8 quarters. The position peaked at $48.2M in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Clark Capital Management Group reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Clark Capital Management Group sold 744,117 H&R Block shares in Q2 2025, an estimated $40.9M.
Clark Capital Management Group first reported a position in H&R Block in Q4 2014 and held it in 8 quarters.
Clark Capital Management Group's H&R Block position peaked at $48.2M in Q3 2024.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.