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QRG Capital Management’s H&R Block HRB Stock Holding History

QRG Capital Management’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
-16,180
Closed -$888K – 1096
2025
Q2 		$888K Sell
16,180
-5,689
-26% -$329K 0.01% 636
2025
Q1 		$1.2M Sell
21,869
-1,037
-5% -$55.4K 0.01% 549
2024
Q4 		$1.21M Sell
22,906
-54
-0.2% -$3.17K 0.01% 552
2024
Q3 		$1.46M Buy
22,960
+1,086
+5% +$64.7K 0.02% 512
2024
Q2 		$1.19M Sell
21,874
-9,493
-30% -$473K 0.01% 515
2024
Q1 		$1.54M Sell
31,367
-3,820
-11% -$181K 0.02% 464
2023
Q4 		$1.7M Sell
35,187
-22,268
-39% -$992K 0.03% 434
2023
Q3 		$2.47M Buy
+57,455
New +$2.12M 0.04% 342

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

QRG Capital Management's HRB Position: Q3 2025 in Review

QRG Capital Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 16,180 shares — an estimated $888K sold.

QRG Capital Management first reported a position in HRB in Q3 2023 and held it in 8 quarters. The position peaked at $2.47M in Q3 2023. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • QRG Capital Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • QRG Capital Management sold 16,180 H&R Block shares in Q3 2025, an estimated $888K.
  • QRG Capital Management first reported a position in H&R Block in Q3 2023 and held it in 8 quarters.
  • QRG Capital Management's H&R Block position peaked at $2.47M in Q3 2023.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on QRG Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.