PAS
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Park Avenue Securities’s H&R Block HRB Stock Holding History

Park Avenue Securities’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
-6,764
Closed -$342K – 1592
2025
Q3 		$342K Buy
+6,764
New +$357K ﹤0.01% 1360
2025
Q2 		– Sell
-21,985
Closed -$1.21M – 1523
2025
Q1 		$1.21M Buy
21,985
+4,987
+29% +$267K 0.01% 549
2024
Q4 		$898K Buy
16,998
+1,141
+7% +$67K 0.01% 819
2024
Q3 		$1.01M Buy
15,857
+303
+2% +$18.1K 0.01% 683
2024
Q2 		$844K Buy
15,554
+617
+4% +$30.7K 0.01% 742
2024
Q1 		$734K Buy
14,937
+3,672
+33% +$174K 0.01% 804
2023
Q4 		$545K Buy
+11,265
New +$502K 0.01% 873
2020
Q4 		– Sell
-17,841
Closed -$291K – 855
2020
Q3 		$291K Sell
17,841
-335
-2% -$4.92K 0.01% 580
2020
Q2 		$260K Buy
+18,176
New +$287K 0.01% 549

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Park Avenue Securities's HRB Position: Q4 2025 in Review

Park Avenue Securities sold out of H&R Block (HRB) in Q4 2025, closing a stake of 6,764 shares — an estimated $342K sold.

Park Avenue Securities first reported a position in HRB in Q2 2020 and held it in 9 quarters. The position peaked at $1.21M in Q1 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Park Avenue Securities reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Park Avenue Securities sold 6,764 H&R Block shares in Q4 2025, an estimated $342K.
  • Park Avenue Securities first reported a position in H&R Block in Q2 2020 and held it in 9 quarters.
  • Park Avenue Securities's H&R Block position peaked at $1.21M in Q1 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Park Avenue Securities's 13F filing for Q4 2025, filed 5 Jan 2026.