Ontario Teachers' Pension Plan Board’s H&R Block HRB Stock Holding History

Ontario Teachers' Pension Plan Board’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	–	Sell	-12,350	Closed	-$625K	–	184
2025 Q3	$625K	Sell	12,350 -22,556	-65%	-$1.19M	0.01%	160
2025 Q2	$1.92M	Sell	34,906 -23,630	-40%	-$1.36M	0.04%	143
2025 Q1	$3.21M	Buy	58,536 +34,079	+139%	+$1.82M	0.05%	87
2024 Q4	$1.29M	Buy	24,457 +10,488	+75%	+$616K	0.02%	196
2024 Q3	$888K	Sell	13,969 -15,128	-52%	-$902K	0.01%	246
2024 Q2	$1.58M	Sell	29,097 -3,452	-11%	-$172K	0.01%	249
2024 Q1	$1.6M	Sell	32,549 -32,647	-50%	-$1.55M	0.01%	288
2023 Q4	$3.15M	Buy	65,196 +15,810	+32%	+$705K	0.03%	124
2023 Q3	$2.13M	Sell	49,386 -33,805	-41%	-$1.25M	0.02%	205
2023 Q2	$2.65M	Sell	83,191 -33,607	-29%	-$1.09M	0.03%	150
2023 Q1	$4.12M	Buy	116,798 +45,202	+63%	+$1.67M	0.04%	66
2022 Q4	$2.61M	Buy	71,596 +5,819	+9%	+$236K	0.03%	143
2022 Q3	$2.8M	Buy	65,777 +51,844	+372%	+$2.19M	0.04%	121
2022 Q2	$492K	Buy	13,933 +3,937	+39%	+$122K	0.01%	350
2022 Q1	$260K	Buy	+9,996	New	+$243K	﹤0.01%	439
2021 Q3	–	Sell	-20,331	Closed	-$477K	–	485
2021 Q2	$477K	Sell	20,331 -14,362	-41%	-$340K	0.01%	290
2021 Q1	$756K	Buy	+34,693	New	+$656K	0.01%	213
2020 Q4	–	Sell	-18,565	Closed	-$302K	–	530
2020 Q3	$302K	Sell	18,565 -18,862	-50%	-$277K	﹤0.01%	340
2020 Q2	$534K	Buy	+37,427	New	+$591K	0.01%	310
2020 Q1	–	Sell	-63,924	Closed	-$1.5M	–	511
2019 Q4	$1.5M	Buy	63,924 +3,190	+5%	+$76.6K	0.03%	337
2019 Q3	$1.44M	Sell	60,734 -22,927	-27%	-$607K	0.03%	360
2019 Q2	$2.45M	Buy	+83,661	New	+$2.25M	0.05%	318
2018 Q3	–	Sell	-250,289	Closed	-$5.7M	–	574
2018 Q2	$5.7M	Buy	250,289 +17,495	+8%	+$464K	0.08%	179
2018 Q1	$5.92M	Buy	232,794 +194,546	+509%	+$5.12M	0.09%	173
2017 Q4	$1M	Buy	38,248 +16,199	+73%	+$420K	0.01%	466
2017 Q3	$584K	Buy	+22,049	New	+$640K	0.01%	495
2017 Q1	–	Sell	-26,220	Closed	-$603K	–	546
2016 Q4	$603K	Sell	26,220 -12,725	-33%	-$291K	0.01%	511
2016 Q3	$902K	Buy	38,945 +1,635	+4%	+$38.3K	0.01%	488
2016 Q2	$858K	Sell	37,310 -34,302	-48%	-$763K	0.01%	488
2016 Q1	$1.89M	Buy	71,612 +10,101	+16%	+$317K	0.02%	402
2015 Q4	$2.05M	Sell	61,511 -742	-1%	-$26.4K	0.02%	389
2015 Q3	$2.25M	Sell	62,253 -47,099	-43%	-$1.59M	0.02%	402
2015 Q2	$3.24M	Buy	109,352 +50,282	+85%	+$1.58M	0.02%	441
2015 Q1	$1.89M	Buy	59,070 +5,816	+11%	+$195K	0.01%	497
2014 Q4	$1.79M	Buy	53,254 +2,450	+5%	+$78.5K	0.01%	452
2014 Q3	$1.57M	Buy	50,804 +5,802	+13%	+$189K	0.01%	493
2014 Q2	$1.51M	Buy	45,002 +316	+0.7%	+$9.41K	0.01%	481
2014 Q1	$1.35M	Sell	44,686 -9,882	-18%	-$297K	0.01%	492
2013 Q4	$1.58M	Sell	54,568 -11,206	-17%	-$318K	0.01%	488
2013 Q3	$1.75M	Buy	65,774 +480	+0.7%	+$14K	0.01%	506
2013 Q2	$1.81M	Buy	+65,294	New	+$1.86M	0.01%	486

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's HRB Position: Q4 2025 in Review

Ontario Teachers' Pension Plan Board sold out of H&R Block (HRB) in Q4 2025, closing a stake of 12,350 shares — an estimated $625K sold.

Ontario Teachers' Pension Plan Board first reported a position in HRB in Q2 2013 and held it in 41 quarters. The position peaked at $5.92M in Q1 2018. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Ontario Teachers' Pension Plan Board reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 12,350 H&R Block shares in Q4 2025, an estimated $625K.
Ontario Teachers' Pension Plan Board first reported a position in H&R Block in Q2 2013 and held it in 41 quarters.
Ontario Teachers' Pension Plan Board's H&R Block position peaked at $5.92M in Q1 2018.
506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2025, filed 13 Feb 2026.