PharVision Advisers’s H&R Block HRB Stock Holding History

PharVision Advisers’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	-6,775	Closed	-$343K	–	829
2025 Q3	$343K	Buy	+6,775	New	+$358K	0.19%	150

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PharVision Advisers's HRB Position: Q4 2025 in Review

PharVision Advisers sold out of H&R Block (HRB) in Q4 2025, closing a stake of 6,775 shares — an estimated $343K sold.

PharVision Advisers first reported a position in HRB in Q3 2025 and held it in 1 quarter. The position peaked at $343K in Q3 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

PharVision Advisers reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 6,775 H&R Block shares in Q4 2025, an estimated $343K.
PharVision Advisers first reported a position in H&R Block in Q3 2025 and held it in 1 quarter.
PharVision Advisers's H&R Block position peaked at $343K in Q3 2025.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.