NewSquare Capital’s H&R Block HRB Stock Holding History

NewSquare Capital’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	-3	Closed	-$165	–	642
2025 Q2	$165	Buy	+3	New	+$173	﹤0.01%	1257

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NewSquare Capital's HRB Position: Q3 2025 in Review

NewSquare Capital sold out of H&R Block (HRB) in Q3 2025, closing a stake of 3 shares — an estimated $165 sold.

NewSquare Capital first reported a position in HRB in Q2 2025 and held it in 1 quarter. The position peaked at $165 in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

NewSquare Capital reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3 H&R Block shares in Q3 2025, an estimated $165.
NewSquare Capital first reported a position in H&R Block in Q2 2025 and held it in 1 quarter.
NewSquare Capital's H&R Block position peaked at $165 in Q2 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.