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Kapitalo Investimentos’s H&R Block HRB Stock Holding History

Kapitalo Investimentos’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
-1,614
Closed -$85.3K – 199
2024
Q4 		$85.3K Buy
+1,614
New +$94.8K 0.06% 177
2024
Q2 		– Sell
-7,835
Closed -$385K – 234
2024
Q1 		$385K Sell
7,835
-5,777
-42% -$274K 0.08% 124
2023
Q4 		$658K Buy
+13,612
New +$607K 0.14% 62

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

Kapitalo Investimentos's HRB Position: Q1 2025 in Review

Kapitalo Investimentos sold out of H&R Block (HRB) in Q1 2025, closing a stake of 1,614 shares — an estimated $85.3K sold.

Kapitalo Investimentos first reported a position in HRB in Q4 2023 and held it in 3 quarters. The position peaked at $658K in Q4 2023. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Kapitalo Investimentos reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,614 H&R Block shares in Q1 2025, an estimated $85.3K.
  • Kapitalo Investimentos first reported a position in H&R Block in Q4 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's H&R Block position peaked at $658K in Q4 2023.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.