SSA
HRB icon

Schonfeld Strategic Advisors’s H&R Block HRB Stock Holding History

Schonfeld Strategic 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
-5,623
Closed -$284K – 2267
2025
Q3 		$284K Sell
5,623
-37,631
-87% -$1.99M ﹤0.01% 1854
2025
Q2 		$2.37M Sell
43,254
-114
-0.3% -$6.58K 0.02% 894
2025
Q1 		$2.38M Buy
43,368
+35,056
+422% +$1.87M 0.01% 877
2024
Q4 		$439K Buy
8,312
+410
+5% +$24.1K ﹤0.01% 1460
2024
Q3 		$502K Buy
7,902
+2,538
+47% +$151K ﹤0.01% 1428
2024
Q2 		$291K Buy
+5,364
New +$267K ﹤0.01% 1698
2023
Q4 		– Sell
-11,452
Closed -$493K – 2022
2023
Q3 		$493K Sell
11,452
-56,814
-83% -$2.1M ﹤0.01% 1214
2023
Q2 		$2.18M Buy
68,266
+60,357
+763% +$1.95M 0.02% 726
2023
Q1 		$279K Sell
7,909
-28,361
-78% -$1.05M ﹤0.01% 1401
2022
Q4 		$1.32M Buy
36,270
+22,670
+167% +$921K 0.01% 1010
2022
Q3 		$578K Sell
13,600
-42,500
-76% -$1.8M ﹤0.01% 1650
2022
Q2 		$1.98M Buy
56,100
+14,064
+33% +$434K 0.02% 745
2022
Q1 		$1.09M Buy
+42,036
New +$1.02M 0.01% 943
2021
Q3 		– Sell
-29,900
Closed -$702K – 2281
2021
Q2 		$702K Buy
29,900
+7,464
+33% +$177K 0.01% 1044
2021
Q1 		$489K Buy
+22,436
New +$424K 0.01% 1152
2020
Q4 		– Sell
-146,127
Closed -$2.38M – 1695
2020
Q3 		$2.38M Buy
146,127
+108,937
+293% +$1.6M 0.05% 458
2020
Q2 		$531K Buy
+37,190
New +$588K 0.01% 784
2020
Q1 		– Sell
-55,234
Closed -$1.3M – 1301
2019
Q4 		$1.3M Buy
+55,234
New +$1.33M 0.03% 437
2018
Q3 		– Sell
-135,500
Closed -$3.09M – 899
2018
Q2 		$3.09M Buy
135,500
+121,772
+887% +$3.23M 0.17% 201
2018
Q1 		$349K Buy
+13,728
New +$361K 0.03% 553

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Schonfeld Strategic Advisors's HRB Position: Q4 2025 in Review

Schonfeld Strategic Advisors sold out of H&R Block (HRB) in Q4 2025, closing a stake of 5,623 shares — an estimated $284K sold.

Schonfeld Strategic Advisors first reported a position in HRB in Q1 2018 and held it in 20 quarters. The position peaked at $3.09M in Q2 2018. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Schonfeld Strategic Advisors reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 5,623 H&R Block shares in Q4 2025, an estimated $284K.
  • Schonfeld Strategic Advisors first reported a position in H&R Block in Q1 2018 and held it in 20 quarters.
  • Schonfeld Strategic Advisors's H&R Block position peaked at $3.09M in Q2 2018.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.