Washington Trust’s H&R Block HRB Stock Holding History

Washington Trust’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 Q1	–	Sell	-5,100	Closed	-$269K	–	813
2024 Q4	$269K	Hold	5,100	–	–	0.01%	248
2024 Q3	$324K	Hold	5,100	–	–	0.01%	244
2024 Q2	$277K	Hold	5,100	–	–	0.01%	255
2024 Q1	$250K	Sell	5,100 -215	-4%	-$10.2K	0.01%	258
2023 Q4	$257K	Hold	5,315	–	–	0.01%	248
2023 Q3	$229K	Hold	5,315	–	–	0.01%	231
2023 Q2	$169K	Hold	5,315	–	–	0.01%	264
2023 Q1	$187K	Hold	5,315	–	–	0.01%	259
2022 Q4	$194K	Hold	5,315	–	–	0.01%	253
2022 Q3	$226K	Hold	5,315	–	–	0.01%	226
2022 Q2	$188K	Hold	5,315	–	–	0.01%	252
2022 Q1	$138K	Hold	5,315	–	–	0.01%	299
2021 Q4	$125K	Hold	5,315	–	–	﹤0.01%	308
2021 Q3	$133K	Hold	5,315	–	–	﹤0.01%	366
2021 Q2	$125K	Buy	+5,315	New	+$126K	﹤0.01%	371

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Washington Trust's HRB Position: Q1 2025 in Review

Washington Trust sold out of H&R Block (HRB) in Q1 2025, closing a stake of 5,100 shares — an estimated $269K sold.

Washington Trust first reported a position in HRB in Q2 2021 and held it in 15 quarters. The position peaked at $324K in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Washington Trust reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 5,100 H&R Block shares in Q1 2025, an estimated $269K.
Washington Trust first reported a position in H&R Block in Q2 2021 and held it in 15 quarters.
Washington Trust's H&R Block position peaked at $324K in Q3 2024.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.