DRW Securities’s H&R Block HRB Stock Holding History

DRW Securities’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	-7,593	Closed	-$387K	–	1427
2025 Q3	$387K	Buy	+7,593	New	+$401K	0.01%	724

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

DRW Securities's HRB Position: Q4 2025 in Review

DRW Securities sold out of H&R Block (HRB) in Q4 2025, closing a stake of 7,593 shares — an estimated $387K sold.

DRW Securities first reported a position in HRB in Q3 2025 and held it in 1 quarter. The position peaked at $387K in Q3 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

DRW Securities reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
DRW Securities sold 7,593 H&R Block shares in Q4 2025, an estimated $387K.
DRW Securities first reported a position in H&R Block in Q3 2025 and held it in 1 quarter.
DRW Securities's H&R Block position peaked at $387K in Q3 2025.
506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on DRW Securities's 13F filing for Q4 2025, filed 12 Feb 2026.