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Motiv8 Investments’s H&R Block HRB Stock Holding History

Motiv8 Investments’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 		$158 Buy
+3,620
New +$169K 0.09% 132

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Motiv8 Investments's HRB Position: Q4 2025 in Review

Motiv8 Investments opened a new position in H&R Block (HRB) in Q4 2025: 3,620 shares worth $158. The stake represents 0.09% of the portfolio and ranks #132 among its holdings.

504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Motiv8 Investments held 3,620 shares of H&R Block worth $158 as of Q4 2025.
  • H&R Block was a new Motiv8 Investments position in Q4 2025.
  • H&R Block made up 0.09% of Motiv8 Investments's portfolio in Q4 2025, its #132 holding.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.