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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
2024
Q4 		– Sell
-3,700
Closed -$235K – 2333
2024
Q3 		$235K Buy
+3,700
New +$221K ﹤0.01% 1999
2024
Q2 		– Sell
-16,700
Closed -$820K – 3271
2024
Q1 		$820K Buy
16,700
+4,400
+36% +$209K 0.01% 1244
2023
Q4 		$595K Buy
12,300
+2,100
+21% +$93.6K 0.01% 1431
2023
Q3 		$439K Sell
10,200
-24,000
-70% -$886K ﹤0.01% 1632
2023
Q2 		$1.09M Buy
34,200
+14,100
+70% +$455K 0.02% 916
2023
Q1 		$709K Sell
20,100
-55,500
-73% -$2.05M 0.01% 1032
2022
Q4 		$2.76M Buy
75,600
+47,700
+171% +$1.94M 0.08% 307
2022
Q3 		$1.19M Buy
+27,900
New +$1.18M 0.04% 560
2019
Q4 		– Sell
-21,000
Closed -$496K – 2471
2019
Q3 		$496K Buy
+21,000
New +$556K ﹤0.01% 1224
2018
Q4 		– Sell
-44,500
Closed -$1.15M – 2436
2018
Q3 		$1.15M Buy
44,500
+19,100
+75% +$485K 0.01% 971
2018
Q2 		$579K Buy
25,400
+7,800
+44% +$207K ﹤0.01% 1664
2018
Q1 		$447K Buy
+17,600
New +$463K ﹤0.01% 1733

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 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.