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Monument Capital Management’s H&R Block HRB Stock Holding History

Monument Capital 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
Q1 		– Sell
-53,715
Closed -$2.84M – 210
2024
Q4 		$2.84M Buy
53,715
+1,075
+2% +$63.2K 0.78% 45
2024
Q3 		$3.35M Buy
52,640
+501
+1% +$29.9K 0.93% 35
2024
Q2 		$2.83M Buy
52,139
+1,546
+3% +$77K 0.83% 40
2024
Q1 		$2.48M Buy
50,593
+3,072
+6% +$146K 0.72% 55
2023
Q4 		$2.3M Buy
+47,521
New +$2.12M 0.74% 46

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Monument Capital Management's HRB Position: Q1 2025 in Review

Monument Capital Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 53,715 shares — an estimated $2.84M sold.

Monument Capital Management first reported a position in HRB in Q4 2023 and held it in 5 quarters. The position peaked at $3.35M in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Monument Capital Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Monument Capital Management sold 53,715 H&R Block shares in Q1 2025, an estimated $2.84M.
  • Monument Capital Management first reported a position in H&R Block in Q4 2023 and held it in 5 quarters.
  • Monument Capital Management's H&R Block position peaked at $3.35M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Monument Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.