Corton Capital’s H&R Block HRB Stock Holding History

Corton Capital’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 Q3	$294K	Buy	+5,822	New	+$308K	0.72%	27
2025 Q2	–	Sell	-3,754	Closed	-$206K	–	376
2025 Q1	$206K	Buy	+3,754	New	+$201K	0.68%	60
2023 Q3	–	Sell	-33,641	Closed	-$1.07M	–	468
2023 Q2	$1.07M	Buy	+33,641	New	+$1.09M	0.5%	17
2022 Q3	–	Sell	-27,391	Closed	-$967K	–	311
2022 Q2	$967K	Buy	+27,391	New	+$846K	0.91%	7

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Corton Capital's HRB Position: Q3 2025 in Review

Corton Capital opened a new position in H&R Block (HRB) in Q3 2025: 5,822 shares worth $294K. The stake represents 0.72% of the portfolio and ranks #27 among its holdings. This is a return to the name: Corton Capital previously reported a position in HRB as recently as Q1 2025.

Corton Capital first reported a position in HRB in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.07M in Q2 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Corton Capital held 5,822 shares of H&R Block worth $294K as of Q3 2025.
H&R Block was a new Corton Capital position in Q3 2025.
H&R Block made up 0.72% of Corton Capital's portfolio in Q3 2025, its #27 holding.
Corton Capital first reported a position in H&R Block in Q2 2022 and has held it in 4 quarters since.
Corton Capital's H&R Block position peaked at $1.07M in Q2 2023.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Corton Capital's 13F filing for Q3 2025, filed 14 Nov 2025.