EMC Capital Management’s H&R Block HRB Stock Holding History

EMC Capital 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 Q4	$108K	Sell	2,479 -438	-15%	-$20.5K	0.05%	170
2025 Q3	$148K	Hold	2,917	–	–	0.07%	140
2025 Q2	$160K	Sell	2,917 -2,595	-47%	-$150K	0.09%	115
2025 Q1	$303K	Hold	5,512	–	–	0.18%	88
2024 Q4	$291K	Sell	5,512 -3,101	-36%	-$182K	0.16%	100
2024 Q3	$136K	Buy	8,613 +3,101	+56%	+$185K	0.09%	203
2024 Q2	$299K	Hold	5,512	–	–	0.17%	92
2024 Q1	$271K	Sell	5,512 -3,139	-36%	-$149K	0.16%	120
2023 Q4	$418K	Hold	8,651	–	–	0.28%	44
2023 Q3	$373K	Buy	8,651 +1,337	+18%	+$49.4K	0.27%	47
2023 Q2	$221	Sell	7,314 -1,337	-15%	-$43.2K	0.17%	116
2023 Q1	$305K	Hold	8,651	–	–	0.26%	68
2022 Q4	$316K	Buy	8,651 +327	+4%	+$13.3K	0.28%	57
2022 Q3	$354K	Hold	8,324	–	–	0.33%	31
2022 Q2	$294K	Buy	8,324 +2,793	+50%	+$86.2K	0.25%	47
2022 Q1	$144K	Buy	+5,531	New	+$134K	0.1%	170

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

EMC Capital Management's HRB Position: Q4 2025 in Review

EMC Capital Management reduced its H&R Block (HRB) stake by 15% in Q4 2025, selling an estimated $20.5K and leaving 2,479 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #170.

EMC Capital Management first reported a position in HRB in Q1 2022 and has held it in 16 quarters since. The position peaked at $418K in Q4 2023. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

EMC Capital Management held 2,479 shares of H&R Block worth $108K as of Q4 2025.
EMC Capital Management sold 438 H&R Block shares in Q4 2025, an estimated $20.5K.
H&R Block made up 0.05% of EMC Capital Management's portfolio in Q4 2025, its #170 holding.
EMC Capital Management first reported a position in H&R Block in Q1 2022 and has held it in 16 quarters since.
EMC Capital Management's H&R Block position peaked at $418K in Q4 2023.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.