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Intrust Bank’s H&R Block HRB Stock Holding History

Intrust Bank’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
Q4 		– Sell
-4,565
Closed -$231K – 400
2025
Q3 		$231K Sell
4,565
-238
-5% -$12.6K 0.02% 375
2025
Q2 		$264K Hold
4,803
– – 0.02% 358
2025
Q1 		$264K Sell
4,803
-23
-0.5% -$1.23K 0.03% 340
2024
Q4 		$255K Hold
4,826
– – 0.03% 351
2024
Q3 		$307K Hold
4,826
– – 0.03% 332
2024
Q2 		$262K Buy
4,826
+94
+2% +$4.68K 0.03% 341
2024
Q1 		$232K Hold
4,732
– – 0.02% 365
2023
Q4 		$229K Hold
4,732
– – 0.03% 358
2023
Q3 		$204K Buy
+4,732
New +$175K 0.03% 357
2022
Q4 		– Sell
-4,817
Closed -$205K – 385
2022
Q3 		$205K Buy
+4,817
New +$204K 0.03% 358

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Intrust Bank's HRB Position: Q4 2025 in Review

Intrust Bank sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,565 shares — an estimated $231K sold.

Intrust Bank first reported a position in HRB in Q3 2022 and held it in 10 quarters. The position peaked at $307K in Q3 2024. 505 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Intrust Bank reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Intrust Bank sold 4,565 H&R Block shares in Q4 2025, an estimated $231K.
  • Intrust Bank first reported a position in H&R Block in Q3 2022 and held it in 10 quarters.
  • Intrust Bank's H&R Block position peaked at $307K in Q3 2024.
  • 505 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Intrust Bank's 13F filing for Q4 2025, filed 6 Feb 2026.