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Corebridge Financial’s H&R Block HRB Stock Holding History

Corebridge Financial’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
-148,150
Closed -$8.13M – 1249
2025
Q1 		$8.13M Sell
148,150
-7,244
-5% -$387K 0.05% 453
2024
Q4 		$8.21M Sell
155,394
-9,994
-6% -$587K 0.04% 482
2024
Q3 		$10.5M Sell
165,388
-11,423
-6% -$681K 0.06% 369
2024
Q2 		$9.59M Buy
+176,811
New +$8.8M 0.05% 412

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

Corebridge Financial's HRB Position: Q2 2025 in Review

Corebridge Financial sold out of H&R Block (HRB) in Q2 2025, closing a stake of 148,150 shares — an estimated $8.13M sold.

Corebridge Financial first reported a position in HRB in Q2 2024 and held it in 4 quarters. The position peaked at $10.5M in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Corebridge Financial reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 148,150 H&R Block shares in Q2 2025, an estimated $8.13M.
  • Corebridge Financial first reported a position in H&R Block in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's H&R Block position peaked at $10.5M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.