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Pinnacle Associates’s H&R Block HRB Stock Holding History

Pinnacle Associates’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 		– Sell
-4,861
Closed -$267K – 854
2025
Q1 		$267K Sell
4,861
-10
-0.2% -$535 ﹤0.01% 739
2024
Q4 		$257K Buy
4,871
+650
+15% +$38.2K ﹤0.01% 750
2024
Q3 		$204K Hold
4,221
– – ﹤0.01% 764
2024
Q2 		$229K Sell
4,221
-106
-2% -$5.28K ﹤0.01% 750
2024
Q1 		$212K Buy
4,327
+106
+3% +$5.04K ﹤0.01% 784
2023
Q4 		$204K Buy
+4,221
New +$188K ﹤0.01% 776
2016
Q2 		– Sell
-12,320
Closed -$325K – 647
2016
Q1 		$325K Buy
12,320
+1,165
+10% +$36.6K 0.01% 513
2015
Q4 		$372K Buy
11,155
+350
+3% +$12.4K 0.01% 502
2015
Q3 		$391K Sell
10,805
-75
-0.7% -$2.54K 0.01% 481
2015
Q2 		$323K Buy
10,880
+1,345
+14% +$42.2K 0.01% 534
2015
Q1 		$306K Buy
9,535
+725
+8% +$24.3K 0.01% 545
2014
Q4 		$297K Buy
8,810
+1,350
+18% +$43.2K 0.01% 536
2014
Q3 		$231K Buy
+7,460
New +$243K ﹤0.01% 571

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Associates's HRB Position: Q2 2025 in Review

Pinnacle Associates sold out of H&R Block (HRB) in Q2 2025, closing a stake of 4,861 shares — an estimated $267K sold.

Pinnacle Associates first reported a position in HRB in Q3 2014 and held it in 13 quarters. The position peaked at $391K in Q3 2015. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Pinnacle Associates reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Associates sold 4,861 H&R Block shares in Q2 2025, an estimated $267K.
  • Pinnacle Associates first reported a position in H&R Block in Q3 2014 and held it in 13 quarters.
  • Pinnacle Associates's H&R Block position peaked at $391K in Q3 2015.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Pinnacle Associates's 13F filing for Q2 2025, filed 4 Aug 2025.