Prelude Capital Management’s H&R Block HRB Stock Holding History

Prelude Capital Management’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
2020 Q2	–	Sell	-200	Closed	-$3K	–	2080
2020 Q1	$3K	Buy	+200	New	+$4.19K	﹤0.01%	1278
2019 Q1	–	Sell	-400	Closed	-$10K	–	1942
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	1371
2018 Q3	$10K	Sell	400 -900	-69%	-$22.8K	﹤0.01%	1455
2018 Q2	$30K	Buy	+1,300	New	+$34.5K	﹤0.01%	1254
2014 Q3	–	Sell	-16,000	Closed	-$536K	–	1964
2014 Q2	$536K	Sell	16,000 -16,500	-51%	-$491K	0.07%	351
2014 Q1	$981K	Buy	+32,500	New	+$975K	0.13%	187

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 $113B AUM 38.87% 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

Prelude Capital Management's HRB Position: Q4 2025 in Review

Prelude Capital Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 4,656 shares — an estimated $235K sold.

Prelude Capital Management first reported a position in HRB in Q3 2013 and held it in 15 quarters. The position peaked at $610K in Q4 2015. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Prelude Capital Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
Prelude Capital Management sold 4,656 H&R Block shares in Q4 2025, an estimated $235K.
Prelude Capital Management first reported a position in H&R Block in Q3 2013 and held it in 15 quarters.
Prelude Capital Management's H&R Block position peaked at $610K in Q4 2015.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.