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Wealthspire Advisors (New York)’s H&R Block HRB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-786
Closed -$39.8K – 1852
2025
Q3 		$39.8K Buy
+786
New +$41.5K ﹤0.01% 1337
2019
Q1 		– Sell
-598
Closed -$15K – 377
2018
Q4 		$15K Buy
+598
New +$16K ﹤0.01% 402

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s HRB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of H&R Block (HRB) in Q4 2025, closing a stake of 786 shares — an estimated $39.8K sold.

Wealthspire Advisors (New York) first reported a position in HRB in Q4 2018 and held it in 2 quarters. The position peaked at $39.8K in Q3 2025. 505 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 786 H&R Block shares in Q4 2025, an estimated $39.8K.
  • Wealthspire Advisors (New York) first reported a position in H&R Block in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s H&R Block position peaked at $39.8K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.