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Mid-American Wealth Advisory Group’s H&R Block HRB Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-38
Closed -$2.09K – 158
2025
Q2 		$2.09K Buy
+38
New +$2.19K ﹤0.01% 266

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mid-American Wealth Advisory Group's HRB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of H&R Block (HRB) in Q3 2025, closing a stake of 38 shares — an estimated $2.09K sold.

Mid-American Wealth Advisory Group first reported a position in HRB in Q2 2025 and held it in 1 quarter. The position peaked at $2.09K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 38 H&R Block shares in Q3 2025, an estimated $2.09K.
  • Mid-American Wealth Advisory Group first reported a position in H&R Block in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's H&R Block position peaked at $2.09K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.