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Weiss Asset Management’s H&R Block HRB Stock Holding History

Weiss Asset Management’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
-38,610
Closed -$1.95M – 704
2025
Q3 		$1.95M Buy
+38,610
New +$2.04M 0.02% 261
2022
Q2 		– Sell
-81,337
Closed -$2.12M – 710
2022
Q1 		$2.12M Buy
+81,337
New +$1.97M 0.04% 426
2016
Q4 		– Sell
-10,303
Closed -$239K – 238
2016
Q3 		$239K Buy
+10,303
New +$241K 0.04% 89

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 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 $287B AUM 42.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Weiss Asset Management's HRB Position: Q4 2025 in Review

Weiss Asset Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 38,610 shares — an estimated $1.95M sold.

Weiss Asset Management first reported a position in HRB in Q3 2016 and held it in 3 quarters. The position peaked at $2.12M in Q1 2022. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Weiss Asset Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Weiss Asset Management sold 38,610 H&R Block shares in Q4 2025, an estimated $1.95M.
  • Weiss Asset Management first reported a position in H&R Block in Q3 2016 and held it in 3 quarters.
  • Weiss Asset Management's H&R Block position peaked at $2.12M in Q1 2022.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Weiss Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.