SS
HRB icon

Sunbelt Securities’s H&R Block HRB Stock Holding History

Sunbelt Securities’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
-10,263
Closed -$542K – 2773
2025
Q2 		$542K Hold
10,263
– – 0.05% 333
2025
Q1 		$564K Hold
10,263
– – 0.05% 293
2024
Q4 		$535K Sell
10,263
-27
-0.3% -$1.59K 0.05% 334
2024
Q3 		$654K Buy
10,290
+27
+0.3% +$1.61K 0.06% 292
2024
Q2 		$557K Hold
10,263
– – 0.06% 310
2024
Q1 		$504K Hold
10,263
– – 0.06% 320
2023
Q4 		$496K Hold
10,263
– – 0.06% 308
2023
Q3 		$442K Hold
10,263
– – 0.06% 308
2023
Q2 		$327K Buy
+10,263
New +$332K 0.05% 371

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

Sunbelt Securities's HRB Position: Q3 2025 in Review

Sunbelt Securities sold out of H&R Block (HRB) in Q3 2025, closing a stake of 10,263 shares — an estimated $542K sold.

Sunbelt Securities first reported a position in HRB in Q2 2023 and held it in 9 quarters. The position peaked at $654K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Sunbelt Securities reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 10,263 H&R Block shares in Q3 2025, an estimated $542K.
  • Sunbelt Securities first reported a position in H&R Block in Q2 2023 and held it in 9 quarters.
  • Sunbelt Securities's H&R Block position peaked at $654K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.