HHGA
HRB icon

Halbert Hargrove Global Advisors’s H&R Block HRB Stock Holding History

Halbert Hargrove Global Advisors’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
-10
Closed -$550 – 465
2025
Q1 		$550 Buy
+10
New +$535 ﹤0.01% 490

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

Halbert Hargrove Global Advisors's HRB Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of H&R Block (HRB) in Q2 2025, closing a stake of 10 shares — an estimated $550 sold.

Halbert Hargrove Global Advisors first reported a position in HRB in Q1 2025 and held it in 1 quarter. The position peaked at $550 in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 10 H&R Block shares in Q2 2025, an estimated $550.
  • Halbert Hargrove Global Advisors first reported a position in H&R Block in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's H&R Block position peaked at $550 in Q1 2025.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.