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Prosperity Consulting Group’s H&R Block HRB Stock Holding History

Prosperity Consulting 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
2025
Q4 		– Sell
-6,257
Closed -$316K – 516
2025
Q3 		$316K Hold
6,257
– – 0.02% 405
2025
Q2 		$343K Sell
6,257
-197
-3% -$11.4K 0.03% 352
2025
Q1 		$354K Buy
6,454
+918
+17% +$49.1K 0.03% 341
2024
Q4 		$293K Buy
5,536
+45
+0.8% +$2.64K 0.02% 385
2024
Q3 		$349K Buy
+5,491
New +$327K 0.03% 353

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

Prosperity Consulting Group's HRB Position: Q4 2025 in Review

Prosperity Consulting Group sold out of H&R Block (HRB) in Q4 2025, closing a stake of 6,257 shares — an estimated $316K sold.

Prosperity Consulting Group first reported a position in HRB in Q3 2024 and held it in 5 quarters. The position peaked at $354K in Q1 2025. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Prosperity Consulting Group reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 6,257 H&R Block shares in Q4 2025, an estimated $316K.
  • Prosperity Consulting Group first reported a position in H&R Block in Q3 2024 and held it in 5 quarters.
  • Prosperity Consulting Group's H&R Block position peaked at $354K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Prosperity Consulting Group's 13F filing for Q4 2025, filed 17 Feb 2026.