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Petrus Trust Company’s H&R Block HRB Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-7,644
Closed -$420K – 330
2025
Q2 		$420K Buy
+7,644
New +$441K 0.04% 176
2020
Q4 		– Sell
-12,841
Closed -$209K – 143
2020
Q3 		$209K Buy
+12,841
New +$189K 0.02% 185
2020
Q2 		– Sell
-11,355
Closed -$160K – 282
2020
Q1 		$160K Buy
+11,355
New +$238K 0.02% 122
2016
Q4 		– Sell
-17,324
Closed -$401K – 206
2016
Q3 		$401K Buy
+17,324
New +$405K 0.09% 64

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Petrus Trust Company's HRB Position: Q3 2025 in Review

Petrus Trust Company sold out of H&R Block (HRB) in Q3 2025, closing a stake of 7,644 shares — an estimated $420K sold.

Petrus Trust Company first reported a position in HRB in Q3 2016 and held it in 4 quarters. The position peaked at $420K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Petrus Trust Company reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 7,644 H&R Block shares in Q3 2025, an estimated $420K.
  • Petrus Trust Company first reported a position in H&R Block in Q3 2016 and held it in 4 quarters.
  • Petrus Trust Company's H&R Block position peaked at $420K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.