Tucker Asset Management’s H&R Block HRB Stock Holding History

Tucker Asset 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	$1.18K	Buy	+27	New	+$1.26K	﹤0.01%	922
2025 Q1	–	Sell	-27	Closed	-$1.43K	–	592
2024 Q4	$1.43K	Hold	27	–	–	﹤0.01%	1278
2024 Q3	$1.72K	Hold	27	–	–	﹤0.01%	1201
2024 Q2	$1.46K	Hold	27	–	–	﹤0.01%	1386
2024 Q1	$1.33K	Buy	+27	New	+$1.28K	﹤0.01%	1387

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Tucker Asset Management's HRB Position: Q4 2025 in Review

Tucker Asset Management opened a new position in H&R Block (HRB) in Q4 2025: 27 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in HRB as recently as Q4 2024.

Tucker Asset Management first reported a position in HRB in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.72K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

Tucker Asset Management held 27 shares of H&R Block worth $1.18K as of Q4 2025.
H&R Block was a new Tucker Asset Management position in Q4 2025.
H&R Block made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #922 holding.
Tucker Asset Management first reported a position in H&R Block in Q1 2024 and has held it in 5 quarters since.
Tucker Asset Management's H&R Block position peaked at $1.72K in Q3 2024.
504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.