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Rise Advisors’s H&R Block HRB Stock Holding History

Rise Advisors’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
-274
Closed -$13.8K – 696
2025
Q3 		$13.8K Buy
274
+2
+0.7% +$106 0.01% 805
2025
Q2 		$14.9K Buy
272
+3
+1% +$173 0.01% 727
2025
Q1 		$14.8K Sell
269
-131
-33% -$7K 0.01% 693
2024
Q4 		$21.1K Buy
400
+2
+0.5% +$118 0.01% 620
2024
Q3 		$25.3K Buy
398
+2
+0.5% +$119 0.01% 517
2024
Q2 		$21.5K Buy
396
+3
+0.8% +$149 0.01% 593
2024
Q1 		$19.3K Buy
+393
New +$18.7K 0.01% 674

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Rise Advisors's HRB Position: Q4 2025 in Review

Rise Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 274 shares — an estimated $13.8K sold.

Rise Advisors first reported a position in HRB in Q1 2024 and held it in 7 quarters. The position peaked at $25.3K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Rise Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 274 H&R Block shares in Q4 2025, an estimated $13.8K.
  • Rise Advisors first reported a position in H&R Block in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's H&R Block position peaked at $25.3K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.