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Financiere des Professionnels’s H&R Block HRB Stock Holding History

Financiere des Professionnels’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
Q3 		– Sell
-2,955
Closed -$162K – 402
2025
Q2 		$162K Buy
+2,955
New +$171K 0.01% 318

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financiere des Professionnels's HRB Position: Q3 2025 in Review

Financiere des Professionnels sold out of H&R Block (HRB) in Q3 2025, closing a stake of 2,955 shares — an estimated $162K sold.

Financiere des Professionnels first reported a position in HRB in Q2 2025 and held it in 1 quarter. The position peaked at $162K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Financiere des Professionnels reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Financiere des Professionnels sold 2,955 H&R Block shares in Q3 2025, an estimated $162K.
  • Financiere des Professionnels first reported a position in H&R Block in Q2 2025 and held it in 1 quarter.
  • Financiere des Professionnels's H&R Block position peaked at $162K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Financiere des Professionnels's 13F filing for Q3 2025, filed 21 Oct 2025.