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Concourse Financial Group Securities’s H&R Block HRB Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-6,414
Closed -$342K – 933
2024
Q4 		$342K Buy
6,414
+685
+12% +$40.3K 0.02% 578
2024
Q3 		$366K Sell
5,729
-375
-6% -$22.4K 0.02% 535
2024
Q2 		$333K Buy
6,104
+235
+4% +$11.7K 0.02% 543
2024
Q1 		$290K Buy
5,869
+1,798
+44% +$85.4K 0.02% 572
2023
Q4 		$197K Buy
4,071
+3,818
+1,509% +$170K 0.01% 660
2023
Q3 		$11K Buy
253
+1
+0.4% +$37 ﹤0.01% 1618
2023
Q2 		$8.09K Sell
252
-1,430
-85% -$46.2K ﹤0.01% 1714
2023
Q1 		$59.8K Buy
1,682
+77
+5% +$2.85K ﹤0.01% 1031
2022
Q4 		$59K Buy
1,605
+479
+43% +$19.5K ﹤0.01% 1013
2022
Q3 		$48K Sell
1,126
-136
-11% -$5.75K ﹤0.01% 958
2022
Q2 		$45K Buy
1,262
+513
+68% +$15.8K ﹤0.01% 1137
2022
Q1 		$20K Hold
749
– – ﹤0.01% 1481
2021
Q4 		$18K Sell
749
-844
-53% -$20.5K ﹤0.01% 1679
2021
Q3 		$40K Buy
1,593
+844
+113% +$21K ﹤0.01% 1405
2021
Q2 		$18K Hold
749
– – ﹤0.01% 1678
2021
Q1 		$17K Hold
749
– – ﹤0.01% 1610
2020
Q4 		$12K Sell
749
-4,975
-87% -$85.9K ﹤0.01% 1627
2020
Q3 		$95K Sell
5,724
-129
-2% -$1.9K 0.01% 803
2020
Q2 		$85K Buy
5,853
+5,831
+26,505% +$92.2K 0.01% 776
2020
Q1 		$0 Buy
+22
New +$461 ﹤0.01% 2221

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

Concourse Financial Group Securities's HRB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of H&R Block (HRB) in Q1 2025, closing a stake of 6,414 shares — an estimated $342K sold.

Concourse Financial Group Securities first reported a position in HRB in Q1 2020 and held it in 20 quarters. The position peaked at $366K in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,414 H&R Block shares in Q1 2025, an estimated $342K.
  • Concourse Financial Group Securities first reported a position in H&R Block in Q1 2020 and held it in 20 quarters.
  • Concourse Financial Group Securities's H&R Block position peaked at $366K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.