QT
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Quantbot Technologies’s H&R Block HRB Stock Holding History

Quantbot Technologies’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
-71,856
Closed -$3.63M – 1900
2025
Q3 		$3.63M Buy
71,856
+50,715
+240% +$2.68M 0.1% 303
2025
Q2 		$1.16M Buy
21,141
+821
+4% +$47.4K 0.03% 720
2025
Q1 		$1.12M Buy
+20,320
New +$1.09M 0.04% 641
2020
Q4 		– Sell
-90,026
Closed -$1.47M – 1450
2020
Q3 		$1.47M Buy
+90,026
New +$1.32M 0.17% 167
2020
Q1 		– Sell
-56,748
Closed -$1.33M – 1104
2019
Q4 		$1.33M Buy
56,748
+23,907
+73% +$574K 0.13% 194
2019
Q3 		$775K Buy
32,841
+31,415
+2,203% +$831K 0.08% 334
2019
Q2 		$41K Sell
1,426
-22,425
-94% -$603K ﹤0.01% 933
2019
Q1 		$570K Sell
23,851
-7,526
-24% -$185K 0.05% 406
2018
Q4 		$796K Buy
31,377
+19,171
+157% +$512K 0.08% 333
2018
Q3 		$314K Buy
+12,206
New +$310K 0.02% 645
2018
Q2 		– Sell
-45,462
Closed -$1.16M – 1328
2018
Q1 		$1.16M Buy
+45,462
New +$1.2M 0.1% 273
2017
Q3 		– Sell
-23,786
Closed -$735K – 1296
2017
Q2 		$735K Buy
+23,786
New +$624K 0.07% 343
2016
Q3 		– Sell
-10,530
Closed -$242K – 1177
2016
Q2 		$242K Sell
10,530
-36,642
-78% -$815K 0.03% 536
2016
Q1 		$1.25M Buy
+47,172
New +$1.48M 0.2% 144
2015
Q4 		– Sell
-49,768
Closed -$1.8M – 1203
2015
Q3 		$1.8M Buy
49,768
+45,625
+1,101% +$1.55M 0.31% 72
2015
Q2 		$122K Buy
+4,143
New +$130K 0.02% 586
2013
Q3 		– Sell
-2,839
Closed -$78K – 826
2013
Q2 		$78K Buy
+2,839
New +$81K 0.04% 349

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Quantbot Technologies's HRB Position: Q4 2025 in Review

Quantbot Technologies sold out of H&R Block (HRB) in Q4 2025, closing a stake of 71,856 shares — an estimated $3.63M sold.

Quantbot Technologies first reported a position in HRB in Q2 2013 and held it in 17 quarters. The position peaked at $3.63M in Q3 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Quantbot Technologies reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Quantbot Technologies sold 71,856 H&R Block shares in Q4 2025, an estimated $3.63M.
  • Quantbot Technologies first reported a position in H&R Block in Q2 2013 and held it in 17 quarters.
  • Quantbot Technologies's H&R Block position peaked at $3.63M in Q3 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.