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

Golden State 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
Q1 		– Sell
-1
Closed -$58 – 1607
2024
Q4 		$58 Buy
+1
New +$59 ﹤0.01% 1495

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

Golden State Wealth Management's HRB Position: Q1 2025 in Review

Golden State Wealth Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 1 share — an estimated $58 sold.

Golden State Wealth Management first reported a position in HRB in Q4 2024 and held it in 1 quarter. The position peaked at $58 in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Golden State Wealth Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1 H&R Block share in Q1 2025, an estimated $58.
  • Golden State Wealth Management first reported a position in H&R Block in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's H&R Block position peaked at $58 in Q4 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.