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Private Advisor Group’s H&R Block HRB Stock Holding History

Private Advisor Group’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
2024
Q4 		– Sell
-4,800
Closed -$305K – 2394
2024
Q3 		$305K Sell
4,800
-1,517
-24% -$90.4K ﹤0.01% 1940
2024
Q2 		$343K Sell
6,317
-1,089
-15% -$54.2K ﹤0.01% 1795
2024
Q1 		$364K Sell
7,406
-1,673
-18% -$79.5K ﹤0.01% 1722
2023
Q4 		$439K Buy
+9,079
New +$405K ﹤0.01% 1559
2020
Q3 		– Sell
-1,362
Closed -$19K – 2416
2020
Q2 		$19K Buy
+1,362
New +$21.5K ﹤0.01% 2604
2015
Q1 		– Sell
-23,727
Closed -$799K – 1040
2014
Q4 		$799K Buy
+23,727
New +$760K 0.05% 398
2014
Q3 		– Sell
-35,577
Closed -$1.19M – 1293
2014
Q2 		$1.19M Buy
35,577
+13,153
+59% +$392K 0.1% 235
2014
Q1 		$677K Buy
+22,424
New +$673K 0.07% 328

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Private Advisor Group's HRB Position: Q4 2024 in Review

Private Advisor Group sold out of H&R Block (HRB) in Q4 2024, closing a stake of 4,800 shares — an estimated $305K sold.

Private Advisor Group first reported a position in HRB in Q1 2014 and held it in 8 quarters. The position peaked at $1.19M in Q2 2014. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Private Advisor Group reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 4,800 H&R Block shares in Q4 2024, an estimated $305K.
  • Private Advisor Group first reported a position in H&R Block in Q1 2014 and held it in 8 quarters.
  • Private Advisor Group's H&R Block position peaked at $1.19M in Q2 2014.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.