JWCA
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J.W. Cole Advisors’s H&R Block HRB Stock Holding History

J.W. Cole 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
Q4 		– Sell
-5,529
Closed -$280K – 1527
2025
Q3 		$280K Buy
5,529
+18
+0.3% +$951 0.01% 1248
2025
Q2 		$302K Buy
5,511
+1,304
+31% +$75.3K 0.01% 1140
2025
Q1 		$231K Buy
+4,207
New +$225K 0.01% 1083

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

J.W. Cole Advisors's HRB Position: Q4 2025 in Review

J.W. Cole Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 5,529 shares — an estimated $280K sold.

J.W. Cole Advisors first reported a position in HRB in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q2 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • J.W. Cole Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,529 H&R Block shares in Q4 2025, an estimated $280K.
  • J.W. Cole Advisors first reported a position in H&R Block in Q1 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's H&R Block position peaked at $302K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.