SAG
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SageView Advisory Group’s H&R Block HRB Stock Holding History

SageView Advisory Group’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
-3,591
Closed -$156K – 1392
2025
Q4 		$156K Sell
3,591
-622
-15% -$29.1K 0.01% 670
2025
Q3 		$213K Sell
4,213
-2,957
-41% -$156K 0.01% 615
2025
Q2 		$399K Sell
7,170
-81
-1% -$4.68K 0.02% 418
2025
Q1 		$398K Sell
7,251
-192
-3% -$10.3K 0.02% 392
2024
Q4 		$393K Buy
7,443
+90
+1% +$5.29K 0.02% 385
2024
Q3 		$467K Sell
7,353
-219
-3% -$13.1K 0.02% 312
2024
Q2 		$411K Sell
7,572
-2,394
-24% -$119K 0.02% 370
2024
Q1 		$489K Buy
9,966
+700
+8% +$33.3K 0.02% 327
2023
Q4 		$439K Buy
+9,266
New +$413K 0.02% 417

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's HRB Position: Q1 2026 in Review

SageView Advisory Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 3,591 shares — an estimated $156K sold.

SageView Advisory Group first reported a position in HRB in Q4 2023 and held it in 9 quarters. The position peaked at $489K in Q1 2024. 486 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • SageView Advisory Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,591 H&R Block shares in Q1 2026, an estimated $156K.
  • SageView Advisory Group first reported a position in H&R Block in Q4 2023 and held it in 9 quarters.
  • SageView Advisory Group's H&R Block position peaked at $489K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.