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Next Level Private’s H&R Block HRB Stock Holding History

Next Level Private’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
-3,832
Closed -$210K – 158
2025
Q2 		$210K Buy
3,832
+26
+0.7% +$1.5K 0.07% 143
2025
Q1 		$209K Buy
+3,806
New +$203K 0.08% 133
2024
Q4 		– Sell
-3,757
Closed -$239K – 140
2024
Q3 		$239K Buy
3,757
+22
+0.6% +$1.31K 0.1% 121
2024
Q2 		$203K Sell
3,735
-673
-15% -$33.5K 0.09% 129
2024
Q1 		$216K Buy
+4,408
New +$209K 0.1% 120

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

Next Level Private's HRB Position: Q3 2025 in Review

Next Level Private sold out of H&R Block (HRB) in Q3 2025, closing a stake of 3,832 shares — an estimated $210K sold.

Next Level Private first reported a position in HRB in Q1 2024 and held it in 5 quarters. The position peaked at $239K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Next Level Private reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Next Level Private sold 3,832 H&R Block shares in Q3 2025, an estimated $210K.
  • Next Level Private first reported a position in H&R Block in Q1 2024 and held it in 5 quarters.
  • Next Level Private's H&R Block position peaked at $239K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Next Level Private's 13F filing for Q3 2025, filed 23 Oct 2025.