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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Csenge Advisory Group's HRB Position: Q3 2025 in Review

Csenge Advisory Group sold out of H&R Block (HRB) in Q3 2025, closing a stake of 3,854 shares — an estimated $219K sold.

Csenge Advisory Group first reported a position in HRB in Q4 2023 and held it in 7 quarters. The position peaked at $406K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Csenge Advisory Group reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 3,854 H&R Block shares in Q3 2025, an estimated $219K.
  • Csenge Advisory Group first reported a position in H&R Block in Q4 2023 and held it in 7 quarters.
  • Csenge Advisory Group's H&R Block position peaked at $406K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.