FMI
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F/M Investments’s H&R Block HRB Stock Holding History

F/M Investments’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
-30,650
Closed -$1.68M – 410
2025
Q1 		$1.68M Sell
30,650
-1,432
-4% -$76.5K 0.07% 249
2024
Q4 		$1.7M Buy
32,082
+5,677
+21% +$334K 0.06% 243
2024
Q3 		$1.67M Buy
26,405
+4,349
+20% +$259K 0.05% 227
2024
Q2 		$1.19M Buy
+22,056
New +$1.1M 0.04% 251

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

F/M Investments's HRB Position: Q2 2025 in Review

F/M Investments sold out of H&R Block (HRB) in Q2 2025, closing a stake of 30,650 shares — an estimated $1.68M sold.

F/M Investments first reported a position in HRB in Q2 2024 and held it in 4 quarters. The position peaked at $1.7M in Q4 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • F/M Investments reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • F/M Investments sold 30,650 H&R Block shares in Q2 2025, an estimated $1.68M.
  • F/M Investments first reported a position in H&R Block in Q2 2024 and held it in 4 quarters.
  • F/M Investments's H&R Block position peaked at $1.7M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on F/M Investments's 13F filing for Q2 2025, filed 13 Aug 2025.