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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
Q3 		– Sell
-5,000
Closed -$271K – 3191
2024
Q2 		$271K Sell
5,000
-5,600
-53% -$279K ﹤0.01% 2081
2024
Q1 		$521K Sell
10,600
-10,000
-49% -$475K 0.01% 1549
2023
Q4 		$996K Buy
20,600
+8,900
+76% +$397K 0.01% 1046
2023
Q3 		$504K Sell
11,700
-17,000
-59% -$628K 0.01% 1536
2023
Q2 		$915K Buy
28,700
+20,600
+254% +$665K 0.01% 1019
2023
Q1 		$286K Sell
8,100
-28,300
-78% -$1.05M 0.01% 1753
2022
Q4 		$1.33M Buy
36,400
+26,800
+279% +$1.09M 0.04% 563
2022
Q3 		$408K Buy
9,600
+3,000
+45% +$127K 0.01% 1272
2022
Q2 		$233K Buy
+6,600
New +$204K 0.01% 1524
2019
Q4 		– Sell
-11,600
Closed -$274K – 2472
2019
Q3 		$274K Sell
11,600
-15,100
-57% -$400K ﹤0.01% 1620
2019
Q2 		$782K Buy
+26,700
New +$718K 0.01% 850
2018
Q4 		– Sell
-11,900
Closed -$306K – 2437
2018
Q3 		$306K Sell
11,900
-31,900
-73% -$809K ﹤0.01% 1746
2018
Q2 		$998K Buy
43,800
+34,500
+371% +$916K 0.01% 1337
2018
Q1 		$236K Buy
+9,300
New +$245K ﹤0.01% 2175

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.