TownSquare Capital’s H&R Block HRB Stock Holding History

TownSquare Capital’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	-11,554	Closed	-$634K	–	1052
2025 Q1	$634K	Sell	11,554 -1,270	-10%	-$67.9K	0.01%	1024
2024 Q4	$678K	Buy	12,824 +1,969	+18%	+$116K	0.01%	901
2024 Q3	$690K	Buy	10,855 +1,418	+15%	+$84.5K	0.01%	845
2024 Q2	$512K	Buy	9,437 +133	+1%	+$6.62K	0.01%	877
2024 Q1	$457K	Buy	9,304 +869	+10%	+$41.3K	0.01%	876
2023 Q4	$408K	Buy	8,435 +1,997	+31%	+$89K	0.01%	832
2023 Q3	$277K	Buy	6,438 +61	+1%	+$2.25K	0.01%	943
2023 Q2	$203K	Buy	+6,377	New	+$206K	﹤0.01%	1001
2019 Q2	–	Sell	-16,842	Closed	-$403K	–	472
2019 Q1	$403K	Buy	+16,842	New	+$414K	0.03%	311

Other funds holding HRB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B 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 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