Holocene Advisors
HRB icon

Holocene Advisors’s H&R Block HRB Stock Holding History

Holocene Advisors’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
-39,915
Closed -$2.19M – 824
2025
Q2 		$2.19M Buy
39,915
+35,650
+836% +$2.06M 0.01% 554
2025
Q1 		$234K Buy
+4,265
New +$228K ﹤0.01% 713
2023
Q3 		– Sell
-173,585
Closed -$5.53M – 788
2023
Q2 		$5.53M Buy
173,585
+115,309
+198% +$3.72M 0.02% 347
2023
Q1 		$2.05M Buy
+58,276
New +$2.16M 0.01% 457
2022
Q4 		– Sell
-13,432
Closed -$571K – 791
2022
Q3 		$571K Buy
13,432
+6,528
+95% +$276K ﹤0.01% 694
2022
Q2 		$244K Sell
6,904
-134,453
-95% -$4.15M ﹤0.01% 772
2022
Q1 		$3.68M Buy
141,357
+100,770
+248% +$2.45M 0.02% 347
2021
Q4 		$956K Buy
+40,587
New +$984K 0.01% 684
2021
Q2 		– Sell
-343,084
Closed -$7.48M – 879
2021
Q1 		$7.48M Buy
+343,084
New +$6.48M 0.05% 235
2020
Q4 		– Sell
-226,715
Closed -$3.69M – 790
2020
Q3 		$3.69M Buy
226,715
+59,669
+36% +$877K 0.03% 287
2020
Q2 		$2.38M Buy
+167,046
New +$2.64M 0.02% 288
2020
Q1 		– Sell
-239,904
Closed -$5.63M – 740
2019
Q4 		$5.63M Buy
239,904
+73,660
+44% +$1.77M 0.05% 195
2019
Q3 		$3.93M Buy
166,244
+84,304
+103% +$2.23M 0.04% 188
2019
Q2 		$2.4M Buy
81,940
+25,935
+46% +$697K 0.03% 170
2019
Q1 		$1.34M Buy
56,005
+5,729
+11% +$141K 0.02% 200
2018
Q4 		$1.28M Sell
50,276
-553
-1% -$14.8K 0.02% 217
2018
Q3 		$1.31M Buy
50,829
+27,866
+121% +$707K 0.02% 120
2018
Q2 		$523K Buy
22,963
+6,430
+39% +$171K 0.01% 152
2018
Q1 		$420K Buy
16,533
+8,457
+105% +$222K 0.01% 320
2017
Q4 		$212K Buy
+8,076
New +$210K 0.01% 615

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Holocene Advisors's HRB Position: Q3 2025 in Review

Holocene Advisors sold out of H&R Block (HRB) in Q3 2025, closing a stake of 39,915 shares — an estimated $2.19M sold.

Holocene Advisors first reported a position in HRB in Q4 2017 and held it in 20 quarters. The position peaked at $7.48M in Q1 2021. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Holocene Advisors reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Holocene Advisors sold 39,915 H&R Block shares in Q3 2025, an estimated $2.19M.
  • Holocene Advisors first reported a position in H&R Block in Q4 2017 and held it in 20 quarters.
  • Holocene Advisors's H&R Block position peaked at $7.48M in Q1 2021.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Holocene Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.