Koesten Hirschmann & Crabtree’s H&R Block HRB Stock Holding History

Koesten Hirschmann & Crabtree’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	-20	Closed	-$1.01K	–	118
2025 Q3	$1.01K	Hold	20	–	–	﹤0.01%	215
2025 Q2	$1.1K	Hold	20	–	–	﹤0.01%	257
2025 Q1	$1.1K	Hold	20	–	–	﹤0.01%	180
2024 Q4	$1.06K	Hold	20	–	–	﹤0.01%	173
2024 Q3	$1.27K	Hold	20	–	–	﹤0.01%	170
2024 Q2	$983	Hold	20	–	–	﹤0.01%	197
2024 Q1	$983	Hold	20	–	–	﹤0.01%	197
2023 Q4	$968	Hold	20	–	–	﹤0.01%	159
2023 Q3	$862	Hold	20	–	–	﹤0.01%	156
2023 Q2	$638	Hold	20	–	–	﹤0.01%	148
2023 Q1	$705	Hold	20	–	–	﹤0.01%	213
2022 Q4	$730	Buy	+20	New	+$813	﹤0.01%	144

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

Koesten Hirschmann & Crabtree's HRB Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of H&R Block (HRB) in Q4 2025, closing a stake of 20 shares — an estimated $1.01K sold.

Koesten Hirschmann & Crabtree first reported a position in HRB in Q4 2022 and held it in 12 quarters. The position peaked at $1.27K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 20 H&R Block shares in Q4 2025, an estimated $1.01K.
Koesten Hirschmann & Crabtree first reported a position in H&R Block in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's H&R Block position peaked at $1.27K in Q3 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.