TA
HRB icon

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
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return