PrairieView Partners’s H&R Block HRB Stock Holding History

PrairieView Partners’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	$33K	Hold	608	–	–	﹤0.01%	215
2025 Q1	$33K	Hold	608	–	–	﹤0.01%	211
2024 Q4	$32K	Hold	608	–	–	﹤0.01%	221
2024 Q3	$38K	Hold	608	–	–	﹤0.01%	212
2024 Q2	$32K	Hold	608	–	–	﹤0.01%	230
2024 Q1	$30K	Hold	608	–	–	﹤0.01%	218
2023 Q4	$29K	Hold	608	–	–	﹤0.01%	214
2023 Q3	$26K	Hold	608	–	–	﹤0.01%	220
2023 Q2	$19K	Hold	608	–	–	﹤0.01%	272
2023 Q1	$21K	Hold	608	–	–	﹤0.01%	247
2022 Q4	$22K	Hold	608	–	–	﹤0.01%	253
2022 Q3	$26K	Hold	608	–	–	﹤0.01%	229
2022 Q2	$21K	Hold	608	–	–	﹤0.01%	265
2022 Q1	$16K	Hold	608	–	–	﹤0.01%	290
2021 Q4	$14K	Hold	608	–	–	﹤0.01%	299
2021 Q3	$15K	Hold	608	–	–	﹤0.01%	245
2021 Q2	$14K	Hold	608	–	–	﹤0.01%	248
2021 Q1	$13K	Hold	608	–	–	﹤0.01%	251
2020 Q4	$10K	Buy	+608	New	+$10.5K	﹤0.01%	247

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PrairieView Partners's HRB Position: Q2 2025 in Review

PrairieView Partners held its H&R Block (HRB) position steady in Q2 2025 at 608 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

PrairieView Partners first reported a position in HRB in Q4 2020 and has held it in 19 quarters since. The position peaked at $38K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

PrairieView Partners held 608 shares of H&R Block worth $33K as of Q2 2025.
PrairieView Partners left its H&R Block share count unchanged in Q2 2025.
H&R Block made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #215 holding.
PrairieView Partners first reported a position in H&R Block in Q4 2020 and has held it in 19 quarters since.
PrairieView Partners's H&R Block position peaked at $38K in Q3 2024.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.