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Ruffer LLP’s H&R Block HRB Stock Holding History

Ruffer LLP’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
2026
Q1 		– Sell
-118,033
Closed -$5.15M – 209
2025
Q4 		$5.15M Buy
118,033
+26,083
+28% +$1.22M 0.23% 54
2025
Q3 		$4.65M Sell
91,950
-33,647
-27% -$1.78M 0.26% 48
2025
Q2 		$6.89M Buy
125,597
+26,976
+27% +$1.56M 0.31% 50
2025
Q1 		$5.42M Buy
98,621
+19,074
+24% +$1.02M 0.21% 57
2024
Q4 		$4.2M Buy
+79,547
New +$4.67M 0.15% 65
2021
Q4 		– Sell
-40,000
Closed -$1.01M – 105
2021
Q3 		$1.01M Hold
40,000
– – 0.03% 66
2021
Q2 		$939K Sell
40,000
-29,938
-43% -$709K 0.03% 70
2021
Q1 		$1.53M Sell
69,938
-3,000
-4% -$56.7K 0.05% 52
2020
Q4 		$1.16M Buy
72,938
+27,247
+60% +$471K 0.04% 58
2020
Q3 		$745K Buy
+45,691
New +$672K 0.03% 60

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return