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 Q1	–	Sell	-2,000	Closed	-$47K	–	1203
2021 Q4	$47K	Buy	+2,000	New	+$48.5K	﹤0.01%	733

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

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.