Mendota Financial Group’s H&R Block HRB Stock Holding History

Mendota Financial Group’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	-2,199	Closed	-$116K	–	205
2024 Q4	$116K	Buy	+2,199	New	+$129K	0.08%	80

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Mendota Financial Group's HRB Position: Q1 2025 in Review

Mendota Financial Group sold out of H&R Block (HRB) in Q1 2025, closing a stake of 2,199 shares — an estimated $116K sold.

Mendota Financial Group first reported a position in HRB in Q4 2024 and held it in 1 quarter. The position peaked at $116K in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Mendota Financial Group reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 2,199 H&R Block shares in Q1 2025, an estimated $116K.
Mendota Financial Group first reported a position in H&R Block in Q4 2024 and held it in 1 quarter.
Mendota Financial Group's H&R Block position peaked at $116K in Q4 2024.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.