Stephens Consulting’s H&R Block HRB Stock Holding History

Stephens Consulting’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	-118	Closed	-$6.48K	–	735
2025 Q2	$6.48K	Sell	118 -29	-20%	-$1.68K	﹤0.01%	371
2025 Q1	$8.07K	Buy	+147	New	+$7.86K	﹤0.01%	342

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stephens Consulting's HRB Position: Q3 2025 in Review

Stephens Consulting sold out of H&R Block (HRB) in Q3 2025, closing a stake of 118 shares — an estimated $6.48K sold.

Stephens Consulting first reported a position in HRB in Q1 2025 and held it in 2 quarters. The position peaked at $8.07K in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Stephens Consulting reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 118 H&R Block shares in Q3 2025, an estimated $6.48K.
Stephens Consulting first reported a position in H&R Block in Q1 2025 and held it in 2 quarters.
Stephens Consulting's H&R Block position peaked at $8.07K in Q1 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.