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ORG Partners’s H&R Block HRB Stock Holding History

ORG Partners’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 		– Hold
0
– – – 1568
2025
Q2 		– Sell
-6
Closed -$346 – 1507
2025
Q1 		$367 Hold
6
– – ﹤0.01% 1306
2024
Q4 		$344 Hold
6
– – ﹤0.01% 1210
2024
Q3 		$414 Hold
6
– – ﹤0.01% 1065
2024
Q2 		$356 Hold
6
– – ﹤0.01% 1667
2024
Q1 		$314 Buy
+6
New +$285 ﹤0.01% 503
2023
Q4 		– Sell
-6
Closed -$280 – 1236
2023
Q3 		$280 Hold
6
– – ﹤0.01% 1257
2023
Q2 		$0 Buy
+6
New +$194 ﹤0.01% 1367

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

ORG Partners's HRB Position: Q3 2025 in Review

ORG Partners held its H&R Block (HRB) position steady in Q3 2025 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

ORG Partners first reported a position in HRB in Q2 2023 and has held it in 7 quarters since. The position peaked at $414 in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • ORG Partners held 0 shares of H&R Block worth $26 as of Q3 2025.
  • ORG Partners left its H&R Block share count unchanged in Q3 2025.
  • H&R Block made up ﹤0.01% of ORG Partners's portfolio in Q3 2025, its #1568 holding.
  • ORG Partners first reported a position in H&R Block in Q2 2023 and has held it in 7 quarters since.
  • ORG Partners's H&R Block position peaked at $414 in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.