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FORA Capital’s H&R Block HRB Stock Holding History

FORA Capital’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
-9,821
Closed -$497K – 533
2025
Q3 		$497K Buy
+9,821
New +$519K 0.09% 283
2025
Q2 		– Sell
-19,568
Closed -$1.07M – 591
2025
Q1 		$1.07M Sell
19,568
-759
-4% -$40.6K 0.11% 211
2024
Q4 		$1.07M Buy
+20,327
New +$1.19M 0.12% 194
2023
Q2 		– Sell
-22,490
Closed -$793K – 469
2023
Q1 		$793K Buy
22,490
+8,179
+57% +$302K 0.08% 281
2022
Q4 		$522K Buy
+14,311
New +$582K 0.08% 263
2020
Q1 		– Sell
-28,450
Closed -$668K – 1160
2019
Q4 		$668K Buy
+28,450
New +$683K 0.07% 329

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FORA Capital's HRB Position: Q4 2025 in Review

FORA Capital sold out of H&R Block (HRB) in Q4 2025, closing a stake of 9,821 shares — an estimated $497K sold.

FORA Capital first reported a position in HRB in Q4 2019 and held it in 6 quarters. The position peaked at $1.07M in Q1 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • FORA Capital reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 9,821 H&R Block shares in Q4 2025, an estimated $497K.
  • FORA Capital first reported a position in H&R Block in Q4 2019 and held it in 6 quarters.
  • FORA Capital's H&R Block position peaked at $1.07M in Q1 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.