Palisade Asset Management’s H&R Block HRB Stock Holding History

Palisade Asset Management’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	-9	Closed	-$456	–	408
2025 Q3	$456	Buy	+9	New	+$476	﹤0.01%	573

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

Palisade Asset Management's HRB Position: Q4 2025 in Review

Palisade Asset Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 9 shares — an estimated $456 sold.

Palisade Asset Management first reported a position in HRB in Q3 2025 and held it in 1 quarter. The position peaked at $456 in Q3 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Palisade Asset Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 9 H&R Block shares in Q4 2025, an estimated $456.
Palisade Asset Management first reported a position in H&R Block in Q3 2025 and held it in 1 quarter.
Palisade Asset Management's H&R Block position peaked at $456 in Q3 2025.
506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.