Wolverine Trading’s H&R Block HRB Stock Holding History

Wolverine Trading’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 Q3	$240K	Buy	+4,742	New	+$251K	﹤0.01%	4694
2025 Q1	–	Sell	-26,671	Closed	-$1.39M	–	5200
2024 Q4	$1.39M	Buy	26,671 +13,760	+107%	+$809K	﹤0.01%	2322
2024 Q3	$822K	Sell	12,911 -2,847	-18%	-$170K	﹤0.01%	2560
2024 Q2	$855K	Buy	+15,758	New	+$784K	﹤0.01%	2345
2022 Q3	–	Sell	-21,579	Closed	-$746K	–	4901
2022 Q2	$746K	Buy	+21,579	New	+$666K	﹤0.01%	2167
2021 Q2	–	Sell	-35,048	Closed	-$764K	–	6300
2021 Q1	$764K	Sell	35,048 -4,462	-11%	-$84.3K	﹤0.01%	3117
2020 Q4	$613K	Buy	+39,510	New	+$682K	﹤0.01%	2918
2020 Q3	–	Sell	-30,939	Closed	-$455K	–	4788
2020 Q2	$440K	Buy	30,939 +10,498	+51%	+$166K	﹤0.01%	2879
2020 Q1	$286K	Buy	20,441 +5,056	+33%	+$106K	﹤0.01%	3271
2019 Q4	$360K	Buy	+15,385	New	+$369K	﹤0.01%	3384

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wolverine Trading's HRB Position: Q3 2025 in Review

Wolverine Trading opened a new position in H&R Block (HRB) in Q3 2025: 4,742 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #4694 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in HRB as recently as Q4 2024.

Wolverine Trading first reported a position in HRB in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Wolverine Trading held 4,742 shares of H&R Block worth $240K as of Q3 2025.
H&R Block was a new Wolverine Trading position in Q3 2025.
H&R Block made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #4694 holding.
Wolverine Trading first reported a position in H&R Block in Q4 2019 and has held it in 10 quarters since.
Wolverine Trading's H&R Block position peaked at $1.39M in Q4 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.