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Principal Securities’s H&R Block HRB Stock Holding History

Principal Securities’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
-597
Closed -$30.2K – 2315
2025
Q3 		$30.2K Sell
597
-340
-36% -$18K ﹤0.01% 2220
2025
Q2 		$51.4K Sell
937
-8,167
-90% -$472K ﹤0.01% 1860
2025
Q1 		$481K Hold
9,104
– – 0.01% 790
2024
Q4 		$481K Buy
9,104
+1,338
+17% +$78.6K 0.01% 785
2024
Q3 		$494K Buy
7,766
+1,604
+26% +$95.6K 0.01% 760
2024
Q2 		$334K Buy
6,162
+1,842
+43% +$91.7K 0.01% 842
2024
Q1 		$212K Buy
4,320
+1,710
+66% +$81.2K 0.01% 987
2023
Q4 		$126K Buy
+2,610
New +$116K ﹤0.01% 1108

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Principal Securities's HRB Position: Q4 2025 in Review

Principal Securities sold out of H&R Block (HRB) in Q4 2025, closing a stake of 597 shares — an estimated $30.2K sold.

Principal Securities first reported a position in HRB in Q4 2023 and held it in 8 quarters. The position peaked at $494K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Principal Securities reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 597 H&R Block shares in Q4 2025, an estimated $30.2K.
  • Principal Securities first reported a position in H&R Block in Q4 2023 and held it in 8 quarters.
  • Principal Securities's H&R Block position peaked at $494K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.