SPA
HRB icon

Sherbrooke Park Advisers’s H&R Block HRB Stock Holding History

Sherbrooke Park Advisers’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
-9,113
Closed -$500K – 617
2025
Q2 		$500K Buy
+9,113
New +$526K 0.22% 171
2025
Q1 		– Sell
-17,656
Closed -$933K – 752
2024
Q4 		$933K Buy
+17,656
New +$1.04M 0.3% 63
2024
Q3 		– Sell
-4,958
Closed -$269K – 1051
2024
Q2 		$269K Buy
+4,958
New +$247K 0.05% 667
2023
Q3 		– Sell
-22,400
Closed -$714K – 556
2023
Q2 		$714K Buy
22,400
+16,600
+286% +$536K 0.37% 86
2023
Q1 		$204K Sell
5,800
-400
-6% -$14.8K 0.31% 164
2022
Q4 		$226K Buy
+6,200
New +$252K 0.17% 231

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sherbrooke Park Advisers's HRB Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of H&R Block (HRB) in Q3 2025, closing a stake of 9,113 shares — an estimated $500K sold.

Sherbrooke Park Advisers first reported a position in HRB in Q4 2022 and held it in 6 quarters. The position peaked at $933K in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 9,113 H&R Block shares in Q3 2025, an estimated $500K.
  • Sherbrooke Park Advisers first reported a position in H&R Block in Q4 2022 and held it in 6 quarters.
  • Sherbrooke Park Advisers's H&R Block position peaked at $933K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.