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Thurston Springer Miller Herd & Titak’s H&R Block HRB Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q1 		– Sell
-838
Closed -$44.3K – 1724
2024
Q4 		$44.3K Buy
838
+289
+53% +$17K 0.01% 558
2024
Q3 		$34.9K Buy
+549
New +$32.7K 0.01% 660

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's HRB Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of H&R Block (HRB) in Q1 2025, closing a stake of 838 shares — an estimated $44.3K sold.

Thurston Springer Miller Herd & Titak first reported a position in HRB in Q3 2024 and held it in 2 quarters. The position peaked at $44.3K in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 838 H&R Block shares in Q1 2025, an estimated $44.3K.
  • Thurston Springer Miller Herd & Titak first reported a position in H&R Block in Q3 2024 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's H&R Block position peaked at $44.3K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.