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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 – 1174
2025
Q2 		$129K Buy
+2,358
New +$136K 0.02% 324
2023
Q1 		– Sell
-8,459
Closed -$309K – 1032
2022
Q4 		$309K Buy
8,459
+7,659
+957% +$311K 0.01% 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
2014
Q3 		– Sell
-100
Closed -$3K – 745
2014
Q2 		$3K Buy
+100
New +$2.98K ﹤0.01% 471
2013
Q3 		– Sell
-1,700
Closed -$49.5K – 475
2013
Q2 		$47K Buy
+1,700
New +$48.5K 0.02% 192

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
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 $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's HRB Position: Q3 2025 in Review

Summit Securities Group sold out of H&R Block (HRB) in Q3 2025, closing a stake of 2,358 shares — an estimated $129K sold.

Summit Securities Group first reported a position in HRB in Q2 2013 and held it in 7 quarters. The position peaked at $309K in Q4 2022. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Summit Securities Group reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,358 H&R Block shares in Q3 2025, an estimated $129K.
  • Summit Securities Group first reported a position in H&R Block in Q2 2013 and held it in 7 quarters.
  • Summit Securities Group's H&R Block position peaked at $309K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.