Two Sigma Advisers
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Two Sigma Advisers’s H&R Block HRB Stock Holding History

Two Sigma Advisers’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
2014
Q3 		– Sell
-10,000
Closed -$335K – 2474
2014
Q2 		$335K Sell
10,000
-17,900
-64% -$533K ﹤0.01% 1935
2014
Q1 		$842K Buy
+27,900
New +$837K 0.01% 1251
2013
Q4 		– Sell
-10,000
Closed -$267K – 2422
2013
Q3 		$267K Buy
+10,000
New +$291K ﹤0.01% 1756

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Two Sigma Advisers's HRB Position: Q3 2025 in Review

Two Sigma Advisers sold out of H&R Block (HRB) in Q3 2025, closing a stake of 152,800 shares — an estimated $8.39M sold.

Two Sigma Advisers first reported a position in HRB in Q2 2013 and held it in 31 quarters. The position peaked at $45.7M in Q2 2014. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Two Sigma Advisers reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Two Sigma Advisers sold 152,800 H&R Block shares in Q3 2025, an estimated $8.39M.
  • Two Sigma Advisers first reported a position in H&R Block in Q2 2013 and held it in 31 quarters.
  • Two Sigma Advisers's H&R Block position peaked at $45.7M in Q2 2014.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Two Sigma Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.