QCM
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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 $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
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 $60.7B 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