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West Branch Capital’s H&R Block HRB Stock Holding History

West Branch Capital’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
-8
Closed -$405 – 441
2025
Q3 		$405 Hold
8
– – ﹤0.01% 410
2025
Q2 		$440 Hold
8
– – ﹤0.01% 420
2025
Q1 		$440 Hold
8
– – ﹤0.01% 444
2024
Q4 		$423 Hold
8
– – ﹤0.01% 438
2024
Q3 		$509 Buy
+8
New +$477 ﹤0.01% 417

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
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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

West Branch Capital's HRB Position: Q4 2025 in Review

West Branch Capital sold out of H&R Block (HRB) in Q4 2025, closing a stake of 8 shares — an estimated $405 sold.

West Branch Capital first reported a position in HRB in Q3 2024 and held it in 5 quarters. The position peaked at $509 in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • West Branch Capital reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 8 H&R Block shares in Q4 2025, an estimated $405.
  • West Branch Capital first reported a position in H&R Block in Q3 2024 and held it in 5 quarters.
  • West Branch Capital's H&R Block position peaked at $509 in Q3 2024.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.