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MOTCO’s H&R Block HRB Stock Holding History

MOTCO’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
Q2 		– Sell
-210
Closed -$11.5K – 656
2025
Q1 		$11.5K Buy
+210
New +$11.2K ﹤0.01% 423
2024
Q4 		– Sell
-145
Closed -$9.21K – 525
2024
Q3 		$9.21K Buy
+145
New +$8.64K ﹤0.01% 476
2019
Q3 		– Sell
-155
Closed -$5K – 619
2019
Q2 		$5K Buy
+155
New +$4.17K ﹤0.01% 713
2017
Q3 		– Sell
-132
Closed -$4K – 581
2017
Q2 		$4K Buy
+132
New +$3.46K ﹤0.01% 534

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

MOTCO's HRB Position: Q2 2025 in Review

MOTCO sold out of H&R Block (HRB) in Q2 2025, closing a stake of 210 shares — an estimated $11.5K sold.

MOTCO first reported a position in HRB in Q2 2017 and held it in 4 quarters. The position peaked at $11.5K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • MOTCO reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • MOTCO sold 210 H&R Block shares in Q2 2025, an estimated $11.5K.
  • MOTCO first reported a position in H&R Block in Q2 2017 and held it in 4 quarters.
  • MOTCO's H&R Block position peaked at $11.5K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on MOTCO's 13F filing for Q2 2025, filed 1 Aug 2025.