EF
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Empirical Finance’s H&R Block HRB Stock Holding History

Empirical Finance’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
Q2 		– Sell
-8,833
Closed -$485K – 529
2025
Q1 		$485K Buy
8,833
+82
+0.9% +$4.38K 0.03% 407
2024
Q4 		$462K Buy
+8,751
New +$514K 0.03% 421
2020
Q1 		– Sell
-42,072
Closed -$988K – 219
2019
Q4 		$988K Buy
42,072
+770
+2% +$18.5K 0.24% 101
2019
Q3 		$976K Sell
41,302
-58,629
-59% -$1.55M 0.27% 80
2019
Q2 		$2.93M Buy
99,931
+861
+0.9% +$23.1K 0.8% 14
2019
Q1 		$2.37M Sell
99,070
-11,427
-10% -$281K 0.6% 26
2018
Q4 		$2.8M Sell
110,497
-57
-0.1% -$1.52K 0.83% 14
2018
Q3 		$2.85M Buy
110,554
+19,912
+22% +$505K 0.71% 16
2018
Q2 		$2.06M Sell
90,642
-8,428
-9% -$224K 0.52% 34
2018
Q1 		$2.37M Buy
99,070
+16,599
+20% +$437K 0.6% 26
2017
Q4 		$2.16M Sell
82,471
-1,366
-2% -$35.5K 0.71% 34
2017
Q3 		$2.22M Sell
83,837
-1,423
-2% -$41.3K 0.77% 31
2017
Q2 		$2.64M Sell
85,260
-1,152
-1% -$30.2K 1.01% 11
2017
Q1 		$2.01M Buy
86,412
+40,890
+90% +$914K 0.94% 19
2016
Q4 		$1.05M Buy
+45,522
New +$1.04M 0.71% 37

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $60.8B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empirical Finance's HRB Position: Q2 2025 in Review

Empirical Finance sold out of H&R Block (HRB) in Q2 2025, closing a stake of 8,833 shares — an estimated $485K sold.

Empirical Finance first reported a position in HRB in Q4 2016 and held it in 15 quarters. The position peaked at $2.93M in Q2 2019. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Empirical Finance reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Empirical Finance sold 8,833 H&R Block shares in Q2 2025, an estimated $485K.
  • Empirical Finance first reported a position in H&R Block in Q4 2016 and held it in 15 quarters.
  • Empirical Finance's H&R Block position peaked at $2.93M in Q2 2019.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.