CAM
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Cresset Asset Management’s H&R Block HRB Stock Holding History

Cresset Asset Management’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
-8,522
Closed -$471K – 1602
2025
Q1 		$471K Sell
8,522
-1,062
-11% -$56.8K ﹤0.01% 1095
2024
Q4 		$509K Sell
9,584
-16,737
-64% -$984K ﹤0.01% 1073
2024
Q3 		$1.68M Buy
26,321
+8,213
+45% +$490K 0.01% 895
2024
Q2 		$986K Buy
18,108
+4,806
+36% +$239K ﹤0.01% 1074
2024
Q1 		$657K Buy
13,302
+963
+8% +$45.8K ﹤0.01% 1197
2023
Q4 		$600K Buy
12,339
+678
+6% +$30.2K ﹤0.01% 1134
2023
Q3 		$505K Buy
11,661
+3,449
+42% +$127K ﹤0.01% 1178
2023
Q2 		$263K Buy
+8,212
New +$265K ﹤0.01% 1584
2019
Q2 		– Sell
-112
Closed -$3K – 996
2019
Q1 		$3K Sell
112
-112
-50% -$2.75K ﹤0.01% 1516
2018
Q4 		$6K Buy
+224
New +$5.98K ﹤0.01% 973

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
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 $60.7B 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