HCP
HRB icon

Hexagon Capital Partners’s H&R Block HRB Stock Holding History

Hexagon Capital Partners’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
-1
Closed -$55 – 809
2025
Q1 		$55 Sell
1
-28
-97% -$1.5K ﹤0.01% 1812
2024
Q4 		$1.53K Buy
+29
New +$1.7K ﹤0.01% 1474
2023
Q4 		– Sell
-39
Closed -$1.68K – 1459
2023
Q3 		$1.68K Sell
39
-19
-33% -$702 ﹤0.01% 1103
2023
Q2 		$1.85K Sell
58
-62
-52% -$2K ﹤0.01% 1089
2023
Q1 		$4.23K Sell
120
-16
-12% -$592 ﹤0.01% 917
2022
Q4 		$4.96K Buy
136
+23
+20% +$935 ﹤0.01% 922
2022
Q3 		$5K Buy
113
+26
+30% +$1.1K ﹤0.01% 925
2022
Q2 		$3K Buy
+87
New +$2.69K ﹤0.01% 901

Other funds holding HRB

BlackRock
BlackRock New York $5.7T 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 $60.7B 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