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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
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
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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TownSquare Capital's HRB Position: Q2 2025 in Review

TownSquare Capital sold out of H&R Block (HRB) in Q2 2025, closing a stake of 11,554 shares — an estimated $634K sold.

TownSquare Capital first reported a position in HRB in Q1 2019 and held it in 9 quarters. The position peaked at $690K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • TownSquare Capital reported no remaining H&R Block position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 11,554 H&R Block shares in Q2 2025, an estimated $634K.
  • TownSquare Capital first reported a position in H&R Block in Q1 2019 and held it in 9 quarters.
  • TownSquare Capital's H&R Block position peaked at $690K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.