TWM
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TriaGen Wealth Management’s H&R Block HRB Stock Holding History

TriaGen Wealth 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
Q4 		– Sell
-9,005
Closed -$455K – 186
2025
Q3 		$455K Buy
9,005
+326
+4% +$17.2K 0.12% 128
2025
Q2 		$476K Sell
8,679
-77
-0.9% -$4.45K 0.14% 117
2025
Q1 		$481K Sell
8,756
-98
-1% -$5.24K 0.17% 110
2024
Q4 		$468K Buy
8,854
+117
+1% +$6.88K 0.16% 106
2024
Q3 		$555K Buy
8,737
+95
+1% +$5.66K 0.19% 102
2024
Q2 		$469K Buy
8,642
+203
+2% +$10.1K 0.18% 104
2024
Q1 		$414K Sell
8,439
-73
-0.9% -$3.47K 0.17% 109
2023
Q4 		$412K Buy
+8,512
New +$379K 0.2% 103
2022
Q4 		– Sell
-6,710
Closed -$285K – 175
2022
Q3 		$285K Buy
6,710
+50
+0.8% +$2.12K 0.16% 127
2022
Q2 		$235K Buy
+6,660
New +$206K 0.17% 135

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

TriaGen Wealth Management's HRB Position: Q4 2025 in Review

TriaGen Wealth Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 9,005 shares — an estimated $455K sold.

TriaGen Wealth Management first reported a position in HRB in Q2 2022 and held it in 10 quarters. The position peaked at $555K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • TriaGen Wealth Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 9,005 H&R Block shares in Q4 2025, an estimated $455K.
  • TriaGen Wealth Management first reported a position in H&R Block in Q2 2022 and held it in 10 quarters.
  • TriaGen Wealth Management's H&R Block position peaked at $555K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on TriaGen Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.