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FSA Wealth Management’s H&R Block HRB Stock Holding History

FSA Wealth Management’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 		$8.45K Hold
167
– – ﹤0.01% 329
2025
Q2 		$9.17K Hold
167
– – ﹤0.01% 299
2025
Q1 		$9.17K Hold
167
– – ﹤0.01% 281
2024
Q4 		$8.82K Hold
167
– – ﹤0.01% 313
2024
Q3 		$10.6K Buy
+167
New +$9.95K ﹤0.01% 299
2024
Q1 		$8.2K Hold
167
– – ﹤0.01% 359
2023
Q4 		$8K Buy
+167
New +$7.44K ﹤0.01% 351

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

FSA Wealth Management's HRB Position: Q3 2025 in Review

FSA Wealth Management held its H&R Block (HRB) position steady in Q3 2025 at 167 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

FSA Wealth Management first reported a position in HRB in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.6K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • FSA Wealth Management held 167 shares of H&R Block worth $8.45K as of Q3 2025.
  • FSA Wealth Management left its H&R Block share count unchanged in Q3 2025.
  • H&R Block made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #329 holding.
  • FSA Wealth Management first reported a position in H&R Block in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's H&R Block position peaked at $10.6K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.