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Continuum Advisory’s H&R Block HRB Stock Holding History

Continuum Advisory’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
-1,080
Closed -$59.3K – 916
2025
Q1 		$59.3K Sell
1,080
-85
-7% -$4.54K 0.01% 626
2024
Q4 		$61.6K Buy
1,165
+50
+4% +$2.94K 0.01% 617
2024
Q3 		$65.9K Buy
1,115
+15
+1% +$894 0.01% 598
2024
Q2 		$59.7K Sell
1,100
-20
-2% -$996 0.01% 584
2024
Q1 		$55.1K Buy
+1,120
New +$53.2K 0.01% 587

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

Continuum Advisory's HRB Position: Q2 2025 in Review

Continuum Advisory sold out of H&R Block (HRB) in Q2 2025, closing a stake of 1,080 shares — an estimated $59.3K sold.

Continuum Advisory first reported a position in HRB in Q1 2024 and held it in 5 quarters. The position peaked at $65.9K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Continuum Advisory reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,080 H&R Block shares in Q2 2025, an estimated $59.3K.
  • Continuum Advisory first reported a position in H&R Block in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's H&R Block position peaked at $65.9K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.