Quantessence Capital’s H&R Block HRB Stock Holding History

Quantessence Capital’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 Q2	–	Sell	-16,700	Closed	-$917K	–	306
2025 Q1	$917K	Buy	+16,700	New	+$893K	0.23%	132

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantessence Capital's HRB Position: Q2 2025 in Review

Quantessence Capital sold out of H&R Block (HRB) in Q2 2025, closing a stake of 16,700 shares — an estimated $917K sold.

Quantessence Capital first reported a position in HRB in Q1 2025 and held it in 1 quarter. The position peaked at $917K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Quantessence Capital reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Quantessence Capital sold 16,700 H&R Block shares in Q2 2025, an estimated $917K.
Quantessence Capital first reported a position in H&R Block in Q1 2025 and held it in 1 quarter.
Quantessence Capital's H&R Block position peaked at $917K in Q1 2025.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Quantessence Capital's 13F filing for Q2 2025, filed 14 Aug 2025.