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GoalVest Advisory’s H&R Block HRB Stock Holding History

GoalVest Advisory’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
-170
Closed -$8.6K – 533
2025
Q3 		$8.6K Hold
170
– – ﹤0.01% 337
2025
Q2 		$9.33K Buy
+170
New +$9.82K ﹤0.01% 311
2024
Q2 		– Sell
-40
Closed -$1.96K – 356
2024
Q1 		$1.96K Sell
40
-20
-33% -$950 ﹤0.01% 370
2023
Q4 		$2.9K Buy
+60
New +$2.67K ﹤0.01% 314
2022
Q3 		– Sell
-600
Closed -$22K – 278
2022
Q2 		$22K Buy
600
+589
+5,355% +$18.2K 0.01% 214
2022
Q1 		$0 Buy
+11
New +$267 ﹤0.01% 432

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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GoalVest Advisory's HRB Position: Q4 2025 in Review

GoalVest Advisory sold out of H&R Block (HRB) in Q4 2025, closing a stake of 170 shares — an estimated $8.6K sold.

GoalVest Advisory first reported a position in HRB in Q1 2022 and held it in 6 quarters. The position peaked at $22K in Q2 2022. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • GoalVest Advisory reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 170 H&R Block shares in Q4 2025, an estimated $8.6K.
  • GoalVest Advisory first reported a position in H&R Block in Q1 2022 and held it in 6 quarters.
  • GoalVest Advisory's H&R Block position peaked at $22K in Q2 2022.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.