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Prossimo Advisors’s H&R Block HRB Stock Holding History

Prossimo Advisors’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
Q3 		– Sell
-4,070
Closed -$223K – 67
2025
Q2 		$223K Sell
4,070
-201
-5% -$11.6K 0.18% 121
2025
Q1 		$235K Buy
4,271
+34
+0.8% +$1.82K 0.18% 120
2024
Q4 		$224K Buy
4,237
+687
+19% +$40.4K 0.16% 130
2024
Q3 		$226K Buy
+3,550
New +$212K 0.17% 134

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Prossimo Advisors's HRB Position: Q3 2025 in Review

Prossimo Advisors sold out of H&R Block (HRB) in Q3 2025, closing a stake of 4,070 shares — an estimated $223K sold.

Prossimo Advisors first reported a position in HRB in Q3 2024 and held it in 4 quarters. The position peaked at $235K in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Prossimo Advisors reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 4,070 H&R Block shares in Q3 2025, an estimated $223K.
  • Prossimo Advisors first reported a position in H&R Block in Q3 2024 and held it in 4 quarters.
  • Prossimo Advisors's H&R Block position peaked at $235K in Q1 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.