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HighPoint Advisor Group’s H&R Block HRB Stock Holding History

HighPoint Advisor Group’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
-3,580
Closed -$218K – 688
2025
Q1 		$218K Buy
+3,580
New +$191K 0.01% 595
2024
Q4 		– Sell
-3,571
Closed -$213K – 715
2024
Q3 		$213K Buy
+3,571
New +$213K 0.01% 599
2018
Q2 		– Sell
-11,707
Closed -$341K – 337
2018
Q1 		$341K Buy
+11,707
New +$308K 0.09% 214

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

HighPoint Advisor Group's HRB Position: Q2 2025 in Review

HighPoint Advisor Group sold out of H&R Block (HRB) in Q2 2025, closing a stake of 3,580 shares — an estimated $218K sold.

HighPoint Advisor Group first reported a position in HRB in Q1 2018 and held it in 3 quarters. The position peaked at $341K in Q1 2018. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • HighPoint Advisor Group reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,580 H&R Block shares in Q2 2025, an estimated $218K.
  • HighPoint Advisor Group first reported a position in H&R Block in Q1 2018 and held it in 3 quarters.
  • HighPoint Advisor Group's H&R Block position peaked at $341K in Q1 2018.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on HighPoint Advisor Group's 13F filing for Q2 2025, filed 7 Aug 2025.