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Semmax Financial Advisors’s H&R Block HRB Stock Holding History

Semmax Financial 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
Q2 		$70 Hold
1
– – ﹤0.01% 410
2025
Q1 		$73 Hold
1
– – ﹤0.01% 414
2024
Q4 		$66 Sell
1
-31
-97% -$1.82K ﹤0.01% 343
2024
Q3 		$1.92K Hold
32
– – ﹤0.01% 301
2024
Q2 		$1.79K Hold
32
– – ﹤0.01% 334
2024
Q1 		$1.67K Buy
32
+1
+3% +$48 ﹤0.01% 313
2023
Q4 		$1.48K Hold
31
– – ﹤0.01% 331
2023
Q3 		$1.41K Buy
+31
New +$1.15K ﹤0.01% 290

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 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Semmax Financial Advisors's HRB Position: Q2 2025 in Review

Semmax Financial Advisors held its H&R Block (HRB) position steady in Q2 2025 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Semmax Financial Advisors first reported a position in HRB in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.92K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Semmax Financial Advisors held 1 share of H&R Block worth $70 as of Q2 2025.
  • Semmax Financial Advisors left its H&R Block share count unchanged in Q2 2025.
  • H&R Block made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #410 holding.
  • Semmax Financial Advisors first reported a position in H&R Block in Q3 2023 and has held it in 8 quarters since.
  • Semmax Financial Advisors's H&R Block position peaked at $1.92K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.