Teza Capital Management’s H&R Block HRB Stock Holding History

Teza Capital Management’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	-4,143	Closed	-$227K	–	405
2025 Q1	$227K	Sell	4,143 -5,065	-55%	-$271K	0.1%	325
2024 Q4	$487K	Sell	9,208 -33,566	-78%	-$1.97M	0.07%	291
2024 Q3	$2.72M	Buy	+42,774	New	+$2.55M	0.3%	93
2023 Q3	–	Sell	-24,082	Closed	-$767K	–	676
2023 Q2	$767K	Buy	+24,082	New	+$778K	0.12%	222
2022 Q2	–	Sell	-38,271	Closed	-$997K	–	473
2022 Q1	$997K	Sell	38,271 -10,816	-22%	-$263K	0.37%	73
2021 Q4	$1.16M	Buy	49,087 +32,698	+200%	+$793K	0.31%	92
2021 Q3	$410K	Buy	+16,389	New	+$408K	0.2%	158
2020 Q4	–	Sell	-59,618	Closed	-$971K	–	351
2020 Q3	$971K	Buy	+59,618	New	+$876K	0.57%	39
2020 Q1	–	Sell	-37,540	Closed	-$881K	–	300
2019 Q4	$881K	Buy	+37,540	New	+$901K	0.24%	122
2019 Q1	–	Sell	-18,412	Closed	-$467K	–	355
2018 Q4	$467K	Sell	18,412 -12,141	-40%	-$324K	0.18%	193
2018 Q3	$787K	Buy	+30,553	New	+$775K	0.18%	203
2018 Q2	–	Sell	-41,935	Closed	-$1.07M	–	509
2018 Q1	$1.07M	Buy	41,935 +11,184	+36%	+$294K	0.26%	118
2017 Q4	$806K	Buy	+30,751	New	+$798K	0.49%	61

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

Teza Capital Management's HRB Position: Q2 2025 in Review

Teza Capital Management sold out of H&R Block (HRB) in Q2 2025, closing a stake of 4,143 shares — an estimated $227K sold.

Teza Capital Management first reported a position in HRB in Q4 2017 and held it in 13 quarters. The position peaked at $2.72M in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

Teza Capital Management reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
Teza Capital Management sold 4,143 H&R Block shares in Q2 2025, an estimated $227K.
Teza Capital Management first reported a position in H&R Block in Q4 2017 and held it in 13 quarters.
Teza Capital Management's H&R Block position peaked at $2.72M in Q3 2024.
561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Teza Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.