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 $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 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 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 $60.7B 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 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