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State Street
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State Street’s H&R Block HRB Stock Holding History

State Street’s Portfolio HRB Stock Details HRB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212M Sell
2025
Q2
$233M Sell
2025
Q1
$248M Sell
2024
Q4
$244M Buy
2024
Q3
$287M Sell
2024
Q2
$257M Sell
2024
Q1
$272M Buy
2023
Q4
$266M Sell
2023
Q3
$264M Buy
2023
Q2
$193M Buy
2023
Q1
$201M Sell
2022
Q4
$251M Sell
2022
Q3
$299M Sell
2022
Q2
$273M Sell
2022
Q1
$207M Buy
2021
Q4
$165M Buy
2021
Q3
$175M Sell
2021
Q2
$165M Buy
2021
Q1
$152M Buy
2020
Q4
$110M Sell
2020
Q3
$116M Sell
2020
Q2
$158M Buy
2020
Q1
$144M Buy
2019
Q4
$236M Sell
2019
Q3
$311M Buy
2019
Q2
$338M Buy
2019
Q1
$275M Buy
2018
Q4
$280M Buy
2018
Q3
$264M Buy
2018
Q2
$226M Sell
2018
Q1
$258M Sell
2017
Q4
$275M Sell
2017
Q3
$280M Sell
2017
Q2
$330M Buy
2017
Q1
$248M Buy
2016
Q4
$231M Buy
2016
Q3
$223M Buy
2016
Q2
$219M Sell
2016
Q1
$266M Sell
2015
Q4
$338M Sell
2015
Q3
$410M Buy
2015
Q2
$335M Sell
2015
Q1
$380M Sell
2014
Q4
$412M Buy
2014
Q3
$357M Buy
2014
Q2
$359M Sell
2014
Q1
$324M Sell
2013
Q4
$330M Sell
2013
Q3
$353M Buy
2013
Q2
$319M Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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