HCA
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Harbor Capital Advisors’s H&R Block HRB Stock Holding History

Harbor Capital 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
Q4 		– Sell
-514
Closed -$26K – 1351
2025
Q3 		$26K Sell
514
-895
-64% -$47.3K ﹤0.01% 762
2025
Q2 		$77K Buy
1,409
+805
+133% +$46.5K ﹤0.01% 665
2025
Q1 		$33K Sell
604
-36
-6% -$1.92K ﹤0.01% 754
2024
Q4 		$34K Buy
640
+3
+0.5% +$176 ﹤0.01% 770
2024
Q3 		$40K Buy
+637
New +$38K ﹤0.01% 768
2023
Q3 		– Sell
-308
Closed -$9.82K – 538
2023
Q2 		$9.82K Buy
+308
New +$9.95K ﹤0.01% 643

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $1.61T AUM 30.72% 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 $60.8B AUM 22.47% 1-Year Est. Return

Harbor Capital Advisors's HRB Position: Q4 2025 in Review

Harbor Capital Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 514 shares — an estimated $26K sold.

Harbor Capital Advisors first reported a position in HRB in Q2 2023 and held it in 6 quarters. The position peaked at $77K in Q2 2025. 505 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Harbor Capital Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 514 H&R Block shares in Q4 2025, an estimated $26K.
  • Harbor Capital Advisors first reported a position in H&R Block in Q2 2023 and held it in 6 quarters.
  • Harbor Capital Advisors's H&R Block position peaked at $77K in Q2 2025.
  • 505 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Harbor Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.