CPG
HRB icon

Cornerstone Planning Group’s H&R Block HRB Stock Holding History

Cornerstone Planning 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
2026
Q1 		$301 Sell
10
-9
-47% -$314 ﹤0.01% 1740
2025
Q4 		$742 Hold
19
– – ﹤0.01% 1417
2025
Q3 		$964 Buy
19
+2
+12% +$106 ﹤0.01% 1319
2025
Q2 		$929 Hold
17
– – ﹤0.01% 1133
2025
Q1 		$1.01K Buy
17
+7
+70% +$374 ﹤0.01% 1129
2024
Q4 		$544 Hold
10
– – ﹤0.01% 1110
2024
Q3 		$601 Hold
10
– – ﹤0.01% 1046
2024
Q2 		$549 Hold
10
– – ﹤0.01% 1067
2024
Q1 		$476 Hold
10
– – ﹤0.01% 947
2023
Q4 		$484 Hold
10
– – ﹤0.01% 780
2023
Q3 		$431 Buy
+10
New +$369 ﹤0.01% 912

Other funds holding HRB

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return