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Trivium Point Advisory’s H&R Block HRB Stock Holding History

Trivium Point Advisory’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
-7,739
Closed -$391K – 349
2025
Q3 		$391K Sell
7,739
-680
-8% -$35.9K 0.04% 264
2025
Q2 		$462K Sell
8,419
-333
-4% -$19.2K 0.05% 243
2025
Q1 		$481K Sell
8,752
-408
-4% -$21.8K 0.06% 232
2024
Q4 		$484K Sell
9,160
-256
-3% -$15K 0.06% 227
2024
Q3 		$559K Buy
9,416
+228
+2% +$13.6K 0.08% 212
2024
Q2 		$498K Buy
9,188
+533
+6% +$26.5K 0.07% 210
2024
Q1 		$425K Buy
+8,655
New +$411K 0.09% 168

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

Trivium Point Advisory's HRB Position: Q4 2025 in Review

Trivium Point Advisory sold out of H&R Block (HRB) in Q4 2025, closing a stake of 7,739 shares — an estimated $391K sold.

Trivium Point Advisory first reported a position in HRB in Q1 2024 and held it in 7 quarters. The position peaked at $559K in Q3 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Trivium Point Advisory reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 7,739 H&R Block shares in Q4 2025, an estimated $391K.
  • Trivium Point Advisory first reported a position in H&R Block in Q1 2024 and held it in 7 quarters.
  • Trivium Point Advisory's H&R Block position peaked at $559K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.