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	–	2395
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	–	2417
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return