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
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 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

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

SageView Advisory Group's HRB Position: Q4 2025 in Review

SageView Advisory Group reduced its H&R Block (HRB) stake by 15% in Q4 2025, selling an estimated $29.1K and leaving 3,591 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #670.

SageView Advisory Group first reported a position in HRB in Q4 2023 and has held it in 9 quarters since. The position peaked at $489K in Q1 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

SageView Advisory Group held 3,591 shares of H&R Block worth $156K as of Q4 2025.
SageView Advisory Group sold 622 H&R Block shares in Q4 2025, an estimated $29.1K.
H&R Block made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #670 holding.
SageView Advisory Group first reported a position in H&R Block in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's H&R Block position peaked at $489K in Q1 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.