Jacobs Levy Equity Management’s H&R Block HRB Stock Holding History

Jacobs Levy Equity Management’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	-73,599	Closed	-$3.72M	–	985
2025 Q3	$3.72M	Sell	73,599 -24,535	-25%	-$1.3M	0.01%	479
2025 Q2	$5.39M	Buy	+98,134	New	+$5.67M	0.02%	415
2024 Q4	–	Sell	-87,532	Closed	-$5.56M	–	989
2024 Q3	$5.56M	Buy	87,532 +46,736	+115%	+$2.79M	0.02%	425
2024 Q2	$2.21M	Buy	+40,796	New	+$2.03M	0.01%	583
2021 Q4	–	Sell	-841,721	Closed	-$21M	–	1018
2021 Q3	$21M	Buy	841,721 +316,975	+60%	+$7.9M	0.14%	177
2021 Q2	$12.3M	Buy	+524,746	New	+$12.4M	0.08%	254
2021 Q1	–	Sell	-280,878	Closed	-$4.46M	–	1063
2020 Q4	$4.46M	Sell	280,878 -1,841,619	-87%	-$31.8M	0.04%	415
2020 Q3	$34.6M	Buy	2,122,497 +1,263,206	+147%	+$18.6M	0.36%	70
2020 Q2	$12.3M	Buy	+859,291	New	+$13.6M	0.13%	184
2019 Q3	–	Sell	-103,916	Closed	-$3.04M	–	950
2019 Q2	$3.04M	Buy	+103,916	New	+$2.79M	0.04%	442
2018 Q4	–	Sell	-16,010	Closed	-$412K	–	1019
2018 Q3	$412K	Buy	+16,010	New	+$406K	0.01%	816
2017 Q4	–	Sell	-95,990	Closed	-$2.54M	–	1022
2017 Q3	$2.54M	Buy	95,990 +81,060	+543%	+$2.35M	0.05%	387
2017 Q2	$461K	Buy	+14,930	New	+$392K	0.01%	715
2013 Q4	–	Sell	-40,900	Closed	-$1.09M	–	981
2013 Q3	$1.09M	Buy	+40,900	New	+$1.19M	0.02%	513

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jacobs Levy Equity Management's HRB Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 73,599 shares — an estimated $3.72M sold.

Jacobs Levy Equity Management first reported a position in HRB in Q3 2013 and held it in 14 quarters. The position peaked at $34.6M in Q3 2020. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Jacobs Levy Equity Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 73,599 H&R Block shares in Q4 2025, an estimated $3.72M.
Jacobs Levy Equity Management first reported a position in H&R Block in Q3 2013 and held it in 14 quarters.
Jacobs Levy Equity Management's H&R Block position peaked at $34.6M in Q3 2020.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.