GFPC
HRB icon

Global Financial Private Client’s H&R Block HRB Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-24
Closed -$1.32K – 825
2025
Q1 		$1.32K Buy
24
+17
+243% +$909 ﹤0.01% 981
2024
Q4 		$370 Buy
+7
New +$411 ﹤0.01% 1046

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's HRB Position: Q2 2025 in Review

Global Financial Private Client sold out of H&R Block (HRB) in Q2 2025, closing a stake of 24 shares — an estimated $1.32K sold.

Global Financial Private Client first reported a position in HRB in Q4 2024 and held it in 2 quarters. The position peaked at $1.32K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Global Financial Private Client reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 24 H&R Block shares in Q2 2025, an estimated $1.32K.
  • Global Financial Private Client first reported a position in H&R Block in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's H&R Block position peaked at $1.32K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.