SVB Wealth’s H&R Block HRB Stock Holding History

SVB Wealth’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 Q2	–	Sell	-475	Closed	-$26.1K	–	1008
2025 Q1	$26.1K	Buy	+475	New	+$25.4K	﹤0.01%	702

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's HRB Position: Q2 2025 in Review

SVB Wealth sold out of H&R Block (HRB) in Q2 2025, closing a stake of 475 shares — an estimated $26.1K sold.

SVB Wealth first reported a position in HRB in Q1 2025 and held it in 1 quarter. The position peaked at $26.1K in Q1 2025. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

SVB Wealth reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 475 H&R Block shares in Q2 2025, an estimated $26.1K.
SVB Wealth first reported a position in H&R Block in Q1 2025 and held it in 1 quarter.
SVB Wealth's H&R Block position peaked at $26.1K in Q1 2025.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.