WT
HRB icon

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

Whittier 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
2026
Q1 		$1.96K Sell
60
-86
-59% -$3K ﹤0.01% 1276
2025
Q4 		$6.35K Sell
146
-168
-54% -$7.85K ﹤0.01% 1201
2025
Q3 		$16.3K Buy
314
+168
+115% +$8.88K ﹤0.01% 1035
2025
Q2 		$8.01K Sell
146
-146
-50% -$8.43K ﹤0.01% 1270
2025
Q1 		$16K Hold
292
– – ﹤0.01% 1145
2024
Q4 		$15.4K Hold
292
– – ﹤0.01% 1172
2024
Q3 		$18.6K Hold
292
– – ﹤0.01% 1124
2024
Q2 		$15.8K Buy
+292
New +$14.5K ﹤0.01% 1151
2023
Q4 		– Sell
-10
Closed -$430 – 1579
2023
Q3 		$430 Buy
+10
New +$369 ﹤0.01% 1588
2019
Q2 		– Sell
-21
Closed -$1K – 1410
2019
Q1 		$1K Buy
+21
New +$516 ﹤0.01% 1283

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return