Trustmark National Bank Trust Department’s H&R Block HRB Stock Holding History

Trustmark National Bank Trust Department’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
2024 Q4	–	Sell	-3,201	Closed	-$203K	–	298
2024 Q3	$203K	Buy	+3,201	New	+$191K	0.02%	290
2019 Q3	–	Sell	-3,150	Closed	-$93K	–	368
2019 Q2	$93K	Sell	3,150 -500	-14%	-$13.4K	0.01%	283
2019 Q1	$88K	Hold	3,650	–	–	0.01%	278
2018 Q4	$93K	Hold	3,650	–	–	0.01%	274
2018 Q3	$94K	Buy	+3,650	New	+$92.6K	0.01%	289

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Trustmark National Bank Trust Department's HRB Position: Q4 2024 in Review

Trustmark National Bank Trust Department sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,201 shares — an estimated $203K sold.

Trustmark National Bank Trust Department first reported a position in HRB in Q3 2018 and held it in 5 quarters. The position peaked at $203K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Trustmark National Bank Trust Department reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Trustmark National Bank Trust Department sold 3,201 H&R Block shares in Q4 2024, an estimated $203K.
Trustmark National Bank Trust Department first reported a position in H&R Block in Q3 2018 and held it in 5 quarters.
Trustmark National Bank Trust Department's H&R Block position peaked at $203K in Q3 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Trustmark National Bank Trust Department's 13F filing for Q4 2024, filed 13 Feb 2025.