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Prudential plc’s H&R Block HRB Stock Holding History

Prudential plc’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
Q1 		– Sell
-10,822
Closed -$572K – 777
2024
Q4 		$572K Sell
10,822
-69,233
-86% -$4.07M ﹤0.01% 601
2024
Q3 		$5.09M Sell
80,055
-56,862
-42% -$3.39M 0.03% 256
2024
Q2 		$7.43M Buy
136,917
+113,233
+478% +$5.64M 0.05% 208
2024
Q1 		$1.16M Hold
23,684
– – 0.01% 482
2023
Q4 		$1.15M Hold
23,684
– – 0.01% 540
2023
Q3 		$1.02M Sell
23,684
-42
-0.2% -$1.55K 0.01% 525
2023
Q2 		$756K Sell
23,726
-35,684
-60% -$1.15M 0.01% 672
2023
Q1 		$2.09M Buy
+59,410
New +$2.2M 0.02% 365
2021
Q3 		– Sell
-21,747
Closed -$511K – 510
2021
Q2 		$511K Buy
+21,747
New +$515K ﹤0.01% 447
2020
Q3 		– Sell
-4,914,601
Closed -$70.2M – 625
2020
Q2 		$70.2M Buy
4,914,601
+1,224,670
+33% +$19.4M 0.34% 104
2020
Q1 		$52M Buy
3,689,931
+3,662,231
+13,221% +$76.7M 0.28% 124
2019
Q4 		$650K Buy
+27,700
New +$665K ﹤0.01% 396
2019
Q1 		– Sell
-8,600
Closed -$218K – 674
2018
Q4 		$218K Hold
8,600
– – ﹤0.01% 656
2018
Q3 		$221K Buy
+8,600
New +$218K ﹤0.01% 684
2018
Q2 		– Sell
-8,100
Closed -$206K – 750
2018
Q1 		$206K Buy
+8,100
New +$213K ﹤0.01% 699
2015
Q4 		– Sell
-303,078
Closed -$11M – 607
2015
Q3 		$11M Sell
303,078
-67,782
-18% -$2.3M 0.05% 244
2015
Q2 		$11M Buy
+370,860
New +$11.6M 0.04% 253

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc's HRB Position: Q1 2025 in Review

Prudential plc sold out of H&R Block (HRB) in Q1 2025, closing a stake of 10,822 shares — an estimated $572K sold.

Prudential plc first reported a position in HRB in Q2 2015 and held it in 17 quarters. The position peaked at $70.2M in Q2 2020. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Prudential plc reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Prudential plc sold 10,822 H&R Block shares in Q1 2025, an estimated $572K.
  • Prudential plc first reported a position in H&R Block in Q2 2015 and held it in 17 quarters.
  • Prudential plc's H&R Block position peaked at $70.2M in Q2 2020.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Prudential plc's 13F filing for Q1 2025, filed 13 May 2025.