PWM
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Parkworth Wealth Management’s H&R Block HRB Stock Holding History

Parkworth Wealth 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
Q2 		$549 Buy
10
+5
+100% +$289 ﹤0.01% 613
2025
Q1 		$275 Hold
5
– – ﹤0.01% 624
2024
Q4 		$264 Buy
+5
New +$294 ﹤0.01% 659

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

Parkworth Wealth Management's HRB Position: Q2 2025 in Review

Parkworth Wealth Management increased its H&R Block (HRB) stake by 100% in Q2 2025, buying an estimated $289 and bringing the position to 10 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Parkworth Wealth Management first reported a position in HRB in Q4 2024 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Parkworth Wealth Management held 10 shares of H&R Block worth $549 as of Q2 2025.
  • Parkworth Wealth Management bought 5 H&R Block shares in Q2 2025, an estimated $289.
  • H&R Block made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #613 holding.
  • Parkworth Wealth Management first reported a position in H&R Block in Q4 2024 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.