CWA Asset Management Group’s H&R Block HRB Stock Holding History

CWA Asset Management 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 Q4	–	Sell	-34,161	Closed	-$1.73M	–	687
2025 Q3	$1.73M	Buy	34,161 +4,600	+16%	+$243K	0.06%	259
2025 Q2	$1.62M	Buy	29,561 +7,135	+32%	+$412K	0.07%	244
2025 Q1	$1.23M	Buy	22,426 +5,539	+33%	+$296K	0.06%	255
2024 Q4	$892K	Buy	16,887 +5,380	+47%	+$316K	0.05%	280
2024 Q3	$731K	Buy	+11,507	New	+$686K	0.04%	298
2024 Q1	$254K	Buy	+5,182	New	+$246K	0.02%	460

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CWA Asset Management Group's HRB Position: Q4 2025 in Review

CWA Asset Management Group sold out of H&R Block (HRB) in Q4 2025, closing a stake of 34,161 shares — an estimated $1.73M sold.

CWA Asset Management Group first reported a position in HRB in Q1 2024 and held it in 6 quarters. The position peaked at $1.73M in Q3 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

CWA Asset Management Group reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
CWA Asset Management Group sold 34,161 H&R Block shares in Q4 2025, an estimated $1.73M.
CWA Asset Management Group first reported a position in H&R Block in Q1 2024 and held it in 6 quarters.
CWA Asset Management Group's H&R Block position peaked at $1.73M in Q3 2025.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on CWA Asset Management Group's 13F filing for Q4 2025, filed 7 Jan 2026.