SSG
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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
2022
Q2 		– Sell
-700
Closed -$18K – 1076
2022
Q1 		$18K Hold
700
– – ﹤0.01% 730
2021
Q4 		$16K Buy
+700
New +$17K ﹤0.01% 767

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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 $60.8B 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

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.