HFM
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Harvest Fund Management’s H&R Block HRB Stock Holding History

Harvest Fund 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
Q4 		– Sell
-229
Closed -$12K – 636
2025
Q3 		$12K Hold
229
– – ﹤0.01% 523
2025
Q2 		$13K Buy
229
+19
+9% +$1.1K ﹤0.01% 509
2025
Q1 		$12K Sell
210
-60
-22% -$3.21K ﹤0.01% 576
2024
Q4 		$14K Sell
270
-8,344
-97% -$490K ﹤0.01% 655
2024
Q3 		$547K Buy
8,614
+4,571
+113% +$272K 0.03% 240
2024
Q2 		$219K Buy
+4,043
New +$201K 0.02% 328
2024
Q1 		– Sell
-3,062
Closed -$148K – 708
2023
Q4 		$148K Sell
3,062
-986
-24% -$43.9K 0.02% 267
2023
Q3 		$174K Buy
+4,048
New +$149K 0.03% 240
2023
Q2 		– Sell
-959
Closed -$34K – 716
2023
Q1 		$34K Sell
959
-7,130
-88% -$264K 0.01% 530
2022
Q4 		$295K Sell
8,089
-920
-10% -$37.4K 0.08% 157
2022
Q3 		$383K Sell
9,009
-77
-0.8% -$3.26K 0.11% 105
2022
Q2 		$321K Buy
9,086
+4,688
+107% +$145K 0.09% 109
2022
Q1 		$114K Hold
4,398
– – 0.02% 317
2021
Q4 		$104K Buy
4,398
+1,723
+64% +$41.8K 0.02% 326
2021
Q3 		$66K Hold
2,675
– – 0.01% 345
2021
Q2 		$62K Buy
2,675
+1,925
+257% +$45.6K 0.01% 375
2021
Q1 		$16K Buy
+750
New +$14.2K ﹤0.01% 651
2017
Q4 		– Sell
-995
Closed -$26K – 234
2017
Q3 		$26K Hold
995
– – ﹤0.01% 184
2017
Q2 		$31K Buy
+995
New +$26.1K ﹤0.01% 186

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Harvest Fund Management's HRB Position: Q4 2025 in Review

Harvest Fund Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 229 shares — an estimated $12K sold.

Harvest Fund Management first reported a position in HRB in Q2 2017 and held it in 19 quarters. The position peaked at $547K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Harvest Fund Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Harvest Fund Management sold 229 H&R Block shares in Q4 2025, an estimated $12K.
  • Harvest Fund Management first reported a position in H&R Block in Q2 2017 and held it in 19 quarters.
  • Harvest Fund Management's H&R Block position peaked at $547K in Q3 2024.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Harvest Fund Management's 13F filing for Q4 2025, filed 11 Feb 2026.