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Counterpoint Mutual Funds’s H&R Block HRB Stock Holding History

Counterpoint Mutual Funds’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
Q4 		– Sell
-7,122
Closed -$360K – 421
2025
Q3 		$360K Buy
+7,122
New +$376K 0.03% 244
2025
Q2 		– Sell
-6,857
Closed -$377K – 374
2025
Q1 		$377K Buy
+6,857
New +$367K 0.05% 191
2021
Q3 		– Sell
-570
Closed -$13K – 196
2021
Q2 		$13K Buy
+570
New +$13.5K 0.01% 78

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Counterpoint Mutual Funds's HRB Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of H&R Block (HRB) in Q4 2025, closing a stake of 7,122 shares — an estimated $360K sold.

Counterpoint Mutual Funds first reported a position in HRB in Q2 2021 and held it in 3 quarters. The position peaked at $377K in Q1 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 7,122 H&R Block shares in Q4 2025, an estimated $360K.
  • Counterpoint Mutual Funds first reported a position in H&R Block in Q2 2021 and held it in 3 quarters.
  • Counterpoint Mutual Funds's H&R Block position peaked at $377K in Q1 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.