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HRB icon

INVST’s H&R Block HRB Stock Holding History

INVST’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
Q1 		– Sell
-18,187
Closed -$961K – 300
2024
Q4 		$961K Buy
18,187
+274
+2% +$16.1K 0.12% 119
2024
Q3 		$1.14M Sell
17,913
-102
-0.6% -$6.08K 0.14% 90
2024
Q2 		$986K Buy
18,015
+998
+6% +$49.7K 0.11% 103
2024
Q1 		$821K Buy
+17,017
New +$808K 0.1% 118
2021
Q4 		– Sell
-15,324
Closed -$383K – 191
2021
Q3 		$383K Buy
15,324
+558
+4% +$13.9K 0.06% 134
2021
Q2 		$349K Buy
14,766
+2,829
+24% +$67K 0.06% 136
2021
Q1 		$266K Buy
+11,937
New +$226K 0.05% 163

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

INVST's HRB Position: Q1 2025 in Review

INVST sold out of H&R Block (HRB) in Q1 2025, closing a stake of 18,187 shares — an estimated $961K sold.

INVST first reported a position in HRB in Q1 2021 and held it in 7 quarters. The position peaked at $1.14M in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • INVST reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • INVST sold 18,187 H&R Block shares in Q1 2025, an estimated $961K.
  • INVST first reported a position in H&R Block in Q1 2021 and held it in 7 quarters.
  • INVST's H&R Block position peaked at $1.14M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.