Orion Portfolio Solutions’s H&R Block HRB Stock Holding History

Orion Portfolio Solutions’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 Q1	$363K	Sell	6,611 -611	-8%	-$32.7K	﹤0.01%	1548
2024 Q4	$382K	Buy	7,222 +1,623	+29%	+$95.4K	﹤0.01%	1445
2024 Q3	$356K	Buy	5,599 +378	+7%	+$22.5K	﹤0.01%	1455
2024 Q2	$283K	Buy	+5,221	New	+$260K	﹤0.01%	1480
2024 Q1	–	Sell	-13,298	Closed	-$628K	–	1711
2023 Q4	$628K	Buy	+13,298	New	+$593K	0.01%	1126
2020 Q3	–	Sell	-354	Closed	-$5K	–	1137
2020 Q2	$5K	Sell	354 -43	-11%	-$680	﹤0.01%	1478
2020 Q1	$6K	Buy	397 +363	+1,068%	+$7.6K	﹤0.01%	1233
2019 Q4	$1K	Buy	+34	New	+$816	﹤0.01%	1668

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's HRB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its H&R Block (HRB) stake by 8.5% in Q1 2025, selling an estimated $32.7K and leaving 6,611 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Orion Portfolio Solutions first reported a position in HRB in Q4 2019 and has held it in 8 quarters since. The position peaked at $628K in Q4 2023. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Orion Portfolio Solutions held 6,611 shares of H&R Block worth $363K as of Q1 2025.
Orion Portfolio Solutions sold 611 H&R Block shares in Q1 2025, an estimated $32.7K.
H&R Block made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1548 holding.
Orion Portfolio Solutions first reported a position in H&R Block in Q4 2019 and has held it in 8 quarters since.
Orion Portfolio Solutions's H&R Block position peaked at $628K in Q4 2023.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.