Hilltop Holdings’s H&R Block HRB Stock Holding History

Hilltop Holdings’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	-7,500	Closed	-$412K	–	914
2025 Q1	$412K	Buy	7,500 +744	+11%	+$39.8K	0.03%	573
2024 Q4	$357K	Buy	6,756 +579	+9%	+$34K	0.02%	604
2024 Q3	$393K	Buy	+6,177	New	+$368K	0.03%	570
2019 Q4	–	Sell	-8,485	Closed	-$200K	–	424
2019 Q3	$200K	Buy	+8,485	New	+$225K	0.04%	376

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hilltop Holdings's HRB Position: Q2 2025 in Review

Hilltop Holdings sold out of H&R Block (HRB) in Q2 2025, closing a stake of 7,500 shares — an estimated $412K sold.

Hilltop Holdings first reported a position in HRB in Q3 2019 and held it in 4 quarters. The position peaked at $412K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Hilltop Holdings reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Hilltop Holdings sold 7,500 H&R Block shares in Q2 2025, an estimated $412K.
Hilltop Holdings first reported a position in H&R Block in Q3 2019 and held it in 4 quarters.
Hilltop Holdings's H&R Block position peaked at $412K in Q1 2025.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Hilltop Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.