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Patriot Financial Group Insurance Agency’s H&R Block HRB Stock Holding History

Patriot Financial Group Insurance Agency’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
-17,771
Closed -$899K – 533
2025
Q3 		$899K Buy
17,771
+2,090
+13% +$110K 0.12% 207
2025
Q2 		$861K Buy
15,681
+3,181
+25% +$184K 0.1% 230
2025
Q1 		$686K Buy
12,500
+2,327
+23% +$124K 0.09% 238
2024
Q4 		$538K Buy
10,173
+1,246
+14% +$73.2K 0.07% 271
2024
Q3 		$567K Buy
+8,927
New +$532K 0.08% 274
2022
Q3 		– Sell
-830
Closed -$29K – 1068
2022
Q2 		$29K Sell
830
-887
-52% -$27.4K 0.01% 900
2022
Q1 		$45K Sell
1,717
-1,038
-38% -$25.2K 0.01% 810
2021
Q4 		$65K Buy
2,755
+540
+24% +$13.1K 0.01% 776
2021
Q3 		$55K Buy
2,215
+885
+67% +$22K 0.01% 839
2021
Q2 		$31K Buy
1,330
+500
+60% +$11.8K 0.01% 1011
2021
Q1 		$18K Hold
830
– – ﹤0.01% 1141
2020
Q4 		$13K Hold
830
– – ﹤0.01% 1129
2020
Q3 		$14K Sell
830
-32
-4% -$470 ﹤0.01% 920
2020
Q2 		$12K Sell
862
-9
-1% -$142 ﹤0.01% 904
2020
Q1 		$12K Buy
871
+8
+0.9% +$168 0.01% 795
2019
Q4 		$20K Sell
863
-1
-0.1% -$24 0.01% 678
2019
Q3 		$20K Sell
864
-61
-7% -$1.61K 0.01% 652
2019
Q2 		$27K Buy
925
+25
+3% +$672 0.01% 561
2019
Q1 		$22K Buy
900
+70
+8% +$1.72K 0.01% 530
2018
Q4 		$21K Hold
830
– – 0.01% 464
2018
Q3 		$21K Buy
+830
New +$21.1K 0.01% 474
2017
Q3 		– Sell
-75
Closed -$2K – 932
2017
Q2 		$2K Sell
75
-150
-67% -$3.94K ﹤0.01% 834
2017
Q1 		$5K Hold
225
– – 0.01% 625
2016
Q4 		$5K Buy
+225
New +$5.14K 0.01% 569

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HRB Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of H&R Block (HRB) in Q4 2025, closing a stake of 17,771 shares — an estimated $899K sold.

Patriot Financial Group Insurance Agency first reported a position in HRB in Q4 2016 and held it in 24 quarters. The position peaked at $899K in Q3 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17,771 H&R Block shares in Q4 2025, an estimated $899K.
  • Patriot Financial Group Insurance Agency first reported a position in H&R Block in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's H&R Block position peaked at $899K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.