TCM Advisors’s H&R Block HRB Stock Holding History

TCM Advisors’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
2026 Q2	–	Hold	0	–	–	–	58
2026 Q1	–	Hold	0	–	–	–	63
2025 Q4	–	Hold	0	–	–	–	61
2025 Q3	–	Hold	0	–	–	–	62
2025 Q2	–	Hold	0	–	–	–	63
2025 Q1	–	Hold	0	–	–	–	57
2024 Q4	–	Hold	0	–	–	–	59
2024 Q3	–	Hold	0	–	–	–	54
2024 Q2	–	Hold	0	–	–	–	48
2024 Q1	–	Hold	0	–	–	–	50
2023 Q4	–	Hold	0	–	–	–	49
2023 Q3	–	Hold	0	–	–	–	43
2023 Q2	–	Hold	0	–	–	–	56
2023 Q1	–	Hold	0	–	–	–	59
2022 Q4	–	Hold	0	–	–	–	58
2022 Q3	–	Hold	0	–	–	–	60

Other funds holding HRB

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

AQR Capital Management

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

Vanguard Portfolio Management

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $1.92T AUM 36.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return