Ifrah Financial Services’s H&R Block HRB Stock Holding History

Ifrah Financial Services’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
2026 Q1	$501K	Sell	15,800 -331	-2%	-$11.5K	0.13%	108
2025 Q4	$703K	Sell	16,131 -301	-2%	-$14.1K	0.18%	87
2025 Q3	$831K	Sell	16,432 -68	-0.4%	-$3.59K	0.22%	77
2025 Q2	$906K	Sell	16,500 -182	-1%	-$10.5K	0.25%	67
2025 Q1	$916K	Sell	16,682 -1,046	-6%	-$55.9K	0.26%	65
2024 Q4	$937K	Sell	17,728 -578	-3%	-$34K	0.26%	67
2024 Q3	$1.16M	Sell	18,306 -348	-2%	-$20.7K	0.31%	63
2024 Q2	$1.01M	Sell	18,654 -1,941	-9%	-$96.6K	0.29%	66
2024 Q1	$1.01M	Sell	20,595 -508	-2%	-$24.1K	0.28%	65
2023 Q4	$1.02M	Sell	21,103 -1,161	-5%	-$51.7K	0.3%	66
2023 Q3	$959K	Sell	22,264 -131	-0.6%	-$4.84K	0.3%	66
2023 Q2	$714K	Sell	22,395 -153	-0.7%	-$4.94K	0.22%	81
2023 Q1	$795K	Sell	22,548 -425	-2%	-$15.7K	0.25%	72
2022 Q4	$839K	Sell	22,973 -752	-3%	-$30.6K	0.28%	70
2022 Q3	$1.01M	Sell	23,725 -32	-0.1%	-$1.35K	0.35%	58
2022 Q2	$839K	Buy	+23,757	New	+$733K	0.27%	72

Other funds holding HRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

AQR Capital Management

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

Geode Capital Management

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