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PFG Investments’s H&R Block HRB Stock Holding History

PFG Investments’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
-4,039
Closed -$222K – 1133
2025
Q2 		$222K Sell
4,039
-180
-4% -$10.4K 0.01% 869
2025
Q1 		$232K Buy
4,219
+22
+0.5% +$1.18K 0.01% 830
2024
Q4 		$222K Sell
4,197
-446
-10% -$26.2K 0.01% 857
2024
Q3 		$295K Buy
4,643
+18
+0.4% +$1.07K 0.02% 720
2024
Q2 		$251K Buy
4,625
+21
+0.5% +$1.04K 0.02% 719
2024
Q1 		$226K Buy
+4,604
New +$219K 0.01% 850

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

PFG Investments's HRB Position: Q3 2025 in Review

PFG Investments sold out of H&R Block (HRB) in Q3 2025, closing a stake of 4,039 shares — an estimated $222K sold.

PFG Investments first reported a position in HRB in Q1 2024 and held it in 6 quarters. The position peaked at $295K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • PFG Investments reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 4,039 H&R Block shares in Q3 2025, an estimated $222K.
  • PFG Investments first reported a position in H&R Block in Q1 2024 and held it in 6 quarters.
  • PFG Investments's H&R Block position peaked at $295K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.