SSG
HRB icon

Summit Securities Group’s H&R Block HRB Stock Holding History

Summit Securities Group’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
-2,358
Closed -$129K – 1197
2025
Q2 		$129K Buy
+2,358
New +$136K 0.05% 324
2023
Q1 		– Sell
-8,459
Closed -$309K – 1051
2022
Q4 		$309K Buy
8,459
+7,659
+957% +$311K 0.06% 367
2022
Q3 		$34K Sell
800
-300
-27% -$12.7K 0.01% 662
2022
Q2 		$39K Buy
1,100
+700
+175% +$21.6K 0.01% 614
2022
Q1 		$10K Buy
+400
New +$9.71K ﹤0.01% 836
2021
Q4 		– Hold
0
– – – 931
2016
Q1 		– Hold
0
– – – 257
2015
Q4 		– Hold
0
– – – 370
2014
Q3 		– Sell
-100
Closed -$3K – 749
2014
Q2 		$3K Buy
+100
New +$2.98K ﹤0.01% 471
2014
Q1 		– Hold
0
– – – 485
2013
Q4 		– Hold
0
– – – 559
2013
Q3 		– Sell
-1,700
Closed -$49.5K – 476
2013
Q2 		$47K Buy
+1,700
New +$48.5K 0.02% 192

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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