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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 – 807
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 – 1457
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hexagon Capital Partners's HRB Position: Q2 2025 in Review

Hexagon Capital Partners sold out of H&R Block (HRB) in Q2 2025, closing a stake of 1 share — an estimated $55 sold.

Hexagon Capital Partners first reported a position in HRB in Q2 2022 and held it in 8 quarters. The position peaked at $5K in Q3 2022. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Hexagon Capital Partners reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 1 H&R Block share in Q2 2025, an estimated $55.
  • Hexagon Capital Partners first reported a position in H&R Block in Q2 2022 and held it in 8 quarters.
  • Hexagon Capital Partners's H&R Block position peaked at $5K in Q3 2022.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.