Hillsdale Investment Management’s H&R Block HRB Stock Holding History

Hillsdale Investment 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 Q3	–	Sell	-300	Closed	-$16.5K	–	687
2025 Q2	$16.5K	Buy	+300	New	+$17.3K	﹤0.01%	505
2021 Q3	–	Sell	-25,300	Closed	-$594K	–	602
2021 Q2	$594K	Buy	+25,300	New	+$599K	0.05%	347
2014 Q2	–	Sell	-2,700	Closed	-$82K	–	565
2014 Q1	$82K	Hold	2,700	–	–	0.02%	400
2013 Q4	$78K	Hold	2,700	–	–	0.02%	401
2013 Q3	$72K	Hold	2,700	–	–	0.02%	380
2013 Q2	$75K	Buy	+2,700	New	+$77K	0.02%	390

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hillsdale Investment Management's HRB Position: Q3 2025 in Review

Hillsdale Investment Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 300 shares — an estimated $16.5K sold.

Hillsdale Investment Management first reported a position in HRB in Q2 2013 and held it in 6 quarters. The position peaked at $594K in Q2 2021. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Hillsdale Investment Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 300 H&R Block shares in Q3 2025, an estimated $16.5K.
Hillsdale Investment Management first reported a position in H&R Block in Q2 2013 and held it in 6 quarters.
Hillsdale Investment Management's H&R Block position peaked at $594K in Q2 2021.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.