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GeoWealth Management’s H&R Block HRB Stock Holding History

GeoWealth 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
Q1 		– Sell
-1,612
Closed -$85.2K – 1395
2024
Q4 		$85.2K Buy
1,612
+750
+87% +$44.1K ﹤0.01% 1014
2024
Q3 		$54.8K Buy
+862
New +$51.4K ﹤0.01% 1045
2024
Q1 		– Sell
-21,115
Closed -$1.02M – 872
2023
Q4 		$1.02M Buy
+21,115
New +$941K 0.08% 208

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GeoWealth Management's HRB Position: Q1 2025 in Review

GeoWealth Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 1,612 shares — an estimated $85.2K sold.

GeoWealth Management first reported a position in HRB in Q4 2023 and held it in 3 quarters. The position peaked at $1.02M in Q4 2023. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • GeoWealth Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,612 H&R Block shares in Q1 2025, an estimated $85.2K.
  • GeoWealth Management first reported a position in H&R Block in Q4 2023 and held it in 3 quarters.
  • GeoWealth Management's H&R Block position peaked at $1.02M in Q4 2023.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.