CAG
HRB icon

Csenge Advisory Group’s H&R Block HRB Stock Holding History

Csenge Advisory 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
2025
Q3 		– Sell
-3,854
Closed -$219K – 722
2025
Q2 		$219K Sell
3,854
-1,959
-34% -$113K 0.01% 639
2025
Q1 		$366K Sell
5,813
-397
-6% -$21.2K 0.02% 480
2024
Q4 		$328K Sell
6,210
-460
-7% -$27K 0.02% 534
2024
Q3 		$406K Sell
6,670
-53
-0.8% -$3.16K 0.02% 474
2024
Q2 		$365K Buy
6,723
+550
+9% +$27.4K 0.02% 484
2024
Q1 		$303K Buy
6,173
+1,710
+38% +$81.2K 0.02% 543
2023
Q4 		$216K Buy
+4,463
New +$199K 0.01% 608

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return