Sciencast Management’s H&R Block HRB Stock Holding History

Sciencast Management’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 Q3	–	Sell	-25,908	Closed	-$1.42M	–	322
2025 Q2	$1.42M	Buy	+25,908	New	+$1.5M	0.29%	132
2022 Q1	–	Sell	-13,460	Closed	-$333K	–	639
2021 Q4	$333K	Sell	13,460 -4,566	-25%	-$111K	0.06%	366
2021 Q3	$444K	Buy	+18,026	New	+$449K	0.13%	232
2021 Q1	–	Sell	-85,982	Closed	-$1.4M	–	573
2020 Q4	$1.4M	Buy	+85,982	New	+$1.49M	0.29%	113
2019 Q2	–	Sell	-27,731	Closed	-$691K	–	365
2019 Q1	$691K	Buy	+27,731	New	+$682K	0.25%	132
2018 Q1	–	Sell	-20,187	Closed	-$538K	–	398
2017 Q4	$538K	Buy	20,187 +2,697	+15%	+$70K	0.29%	138
2017 Q3	$426K	Buy	+17,490	New	+$508K	0.24%	158
2017 Q2	–	Sell	-13,613	Closed	-$317K	–	422
2017 Q1	$317K	Buy	+13,613	New	+$304K	0.17%	199
2016 Q3	–	Sell	-11,200	Closed	-$258K	–	173
2016 Q2	$258K	Buy	+11,200	New	+$249K	0.11%	225

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sciencast Management's HRB Position: Q3 2025 in Review

Sciencast Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 25,908 shares — an estimated $1.42M sold.

Sciencast Management first reported a position in HRB in Q2 2016 and held it in 9 quarters. The position peaked at $1.42M in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Sciencast Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Sciencast Management sold 25,908 H&R Block shares in Q3 2025, an estimated $1.42M.
Sciencast Management first reported a position in H&R Block in Q2 2016 and held it in 9 quarters.
Sciencast Management's H&R Block position peaked at $1.42M in Q2 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Sciencast Management's 13F filing for Q3 2025, filed 12 Nov 2025.