Fifth Third Wealth Advisors’s H&R Block HRB Stock Holding History

Fifth Third Wealth Advisors’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	-4,432	Closed	-$224K	–	821
2025 Q3	$224K	Sell	4,432 -90	-2%	-$4.76K	0.01%	695
2025 Q2	$248K	Sell	4,522 -60	-1%	-$3.46K	0.01%	611
2025 Q1	$252K	Buy	4,582 +91	+2%	+$4.86K	0.01%	565
2024 Q4	$237K	Sell	4,491 -48	-1%	-$2.82K	0.01%	612
2024 Q3	$288K	Sell	4,539 -205	-4%	-$12.2K	0.02%	489
2024 Q2	$257K	Buy	+4,744	New	+$236K	0.02%	476

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

Fifth Third Wealth Advisors's HRB Position: Q4 2025 in Review

Fifth Third Wealth Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,432 shares — an estimated $224K sold.

Fifth Third Wealth Advisors first reported a position in HRB in Q2 2024 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Fifth Third Wealth Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Fifth Third Wealth Advisors sold 4,432 H&R Block shares in Q4 2025, an estimated $224K.
Fifth Third Wealth Advisors first reported a position in H&R Block in Q2 2024 and held it in 6 quarters.
Fifth Third Wealth Advisors's H&R Block position peaked at $288K in Q3 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.