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

Two Sigma Securities’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 Q3	–	Sell	-4,862	Closed	-$267K	–	1664
2025 Q2	$267K	Sell	4,862 -2,760	-36%	-$159K	0.03%	734
2025 Q1	$419K	Buy	+7,622	New	+$407K	0.06%	426
2023 Q4	–	Sell	-5,637	Closed	-$251K	–	3254
2023 Q3	$243K	Buy	+5,637	New	+$208K	﹤0.01%	2130
2022 Q3	–	Sell	-13,246	Closed	-$561K	–	2812
2022 Q2	$468K	Buy	+13,246	New	+$409K	0.02%	955
2020 Q1	–	Sell	-11,935	Closed	-$280K	–	1773
2019 Q4	$280K	Buy	+11,935	New	+$287K	﹤0.01%	1843
2019 Q3	–	Sell	-23,136	Closed	-$612K	–	2222
2019 Q2	$678K	Buy	+23,136	New	+$622K	0.01%	929
2017 Q3	–	Sell	-20,891	Closed	-$646K	–	1043
2017 Q2	$646K	Buy	20,891 +11,690	+127%	+$307K	0.12%	150
2017 Q1	$214K	Buy	+9,201	New	+$206K	0.04%	608
2016 Q3	–	Sell	-16,424	Closed	-$378K	–	714
2016 Q2	$378K	Buy	+16,424	New	+$365K	0.21%	143

Other funds holding HRB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Two Sigma Securities sold out of H&R Block (HRB) in Q3 2025, closing a stake of 4,862 shares — an estimated $267K sold.

Two Sigma Securities first reported a position in HRB in Q2 2016 and held it in 9 quarters. The position peaked at $678K in Q2 2019. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Two Sigma Securities reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Two Sigma Securities sold 4,862 H&R Block shares in Q3 2025, an estimated $267K.
Two Sigma Securities first reported a position in H&R Block in Q2 2016 and held it in 9 quarters.
Two Sigma Securities's H&R Block position peaked at $678K in Q2 2019.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

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