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Valeo Financial Advisors’s H&R Block HRB Stock Holding History

Valeo Financial Advisors’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
-4,044
Closed -$222K – 857
2025
Q2 		$222K Buy
4,044
+173
+4% +$9.99K 0.01% 674
2025
Q1 		$213K Buy
+3,871
New +$207K 0.01% 626
2024
Q4 		– Sell
-3,634
Closed -$231K – 761
2024
Q3 		$231K Buy
+3,634
New +$217K 0.01% 612
2021
Q4 		– Sell
-13,655
Closed -$341K – 610
2021
Q3 		$341K Buy
+13,655
New +$340K 0.02% 372
2021
Q2 		– Sell
-3,740
Closed -$82K – 1084
2021
Q1 		$82K Buy
3,740
+3,589
+2,377% +$67.8K ﹤0.01% 681
2020
Q4 		$2K Hold
151
– – ﹤0.01% 1519
2020
Q3 		$2K Sell
151
-84
-36% -$1.24K ﹤0.01% 1408
2020
Q2 		$3K Buy
235
+18
+8% +$284 ﹤0.01% 1671
2020
Q1 		$3K Buy
217
+17
+9% +$356 ﹤0.01% 1419
2019
Q4 		$5K Hold
200
– – ﹤0.01% 1282
2019
Q3 		$5K Hold
200
– – ﹤0.01% 1198
2019
Q2 		$6K Hold
200
– – ﹤0.01% 1153
2019
Q1 		$5K Hold
200
– – ﹤0.01% 1164
2018
Q4 		$5K Hold
200
– – ﹤0.01% 1080
2018
Q3 		$5K Hold
200
– – ﹤0.01% 1191
2018
Q2 		$5K Buy
+200
New +$5.31K ﹤0.01% 1133

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

Valeo Financial Advisors's HRB Position: Q3 2025 in Review

Valeo Financial Advisors sold out of H&R Block (HRB) in Q3 2025, closing a stake of 4,044 shares — an estimated $222K sold.

Valeo Financial Advisors first reported a position in HRB in Q2 2018 and held it in 16 quarters. The position peaked at $341K in Q3 2021. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Valeo Financial Advisors reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,044 H&R Block shares in Q3 2025, an estimated $222K.
  • Valeo Financial Advisors first reported a position in H&R Block in Q2 2018 and held it in 16 quarters.
  • Valeo Financial Advisors's H&R Block position peaked at $341K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.