Wolverine Trading
HRB icon

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 		$1.42M Buy
+28,100
New +$1.48M ﹤0.01% 2523
2025
Q1 		– Sell
-24,200
Closed -$1.26M – 5199
2024
Q4 		$1.26M Sell
24,200
-10,300
-30% -$605K ﹤0.01% 2429
2024
Q3 		$2.2M Buy
34,500
+3,300
+11% +$197K ﹤0.01% 1620
2024
Q2 		$1.69M Sell
31,200
-31,800
-50% -$1.58M ﹤0.01% 1728
2024
Q1 		$3.09M Buy
63,000
+34,900
+124% +$1.66M ﹤0.01% 1306
2023
Q4 		$1.36M Sell
28,100
-1,500
-5% -$66.9K ﹤0.01% 2002
2023
Q3 		$1.27M Buy
+29,600
New +$1.09M ﹤0.01% 1937
2023
Q2 		– Sell
-44,300
Closed -$1.53M – 4546
2023
Q1 		$1.53M Sell
44,300
-1,100
-2% -$40.7K ﹤0.01% 1563
2022
Q4 		$1.66M Buy
+45,400
New +$1.85M ﹤0.01% 1507
2022
Q3 		– Sell
-21,000
Closed -$726K – 4900
2022
Q2 		$726K Buy
+21,000
New +$648K ﹤0.01% 2193
2021
Q4 		– Sell
-29,700
Closed -$748K – 6284
2021
Q3 		$748K Buy
+29,700
New +$740K ﹤0.01% 3376
2021
Q2 		– Sell
-55,700
Closed -$1.21M – 6299
2021
Q1 		$1.21M Buy
55,700
+6,500
+13% +$123K ﹤0.01% 2497
2020
Q4 		$763K Buy
49,200
+8,200
+20% +$142K ﹤0.01% 2687
2020
Q3 		$664K Sell
41,000
-3,800
-8% -$55.9K ﹤0.01% 2504
2020
Q2 		$637K Sell
44,800
-12,700
-22% -$201K ﹤0.01% 2485
2020
Q1 		$805K Buy
57,500
+33,000
+135% +$691K ﹤0.01% 2140
2019
Q4 		$573K Buy
+24,500
New +$588K ﹤0.01% 2949
2019
Q2 		– Sell
-28,600
Closed -$685K – 4723
2019
Q1 		$685K Buy
+28,600
New +$703K ﹤0.01% 2442
2018
Q4 		– Sell
-28,000
Closed -$721K – 4807
2018
Q3 		$721K Sell
28,000
-50,800
-64% -$1.29M ﹤0.01% 2696
2018
Q2 		$2M Hold
78,800
– – ﹤0.01% 1591
2018
Q1 		$2M Buy
+78,800
New +$2.07M ﹤0.01% 1591
2017
Q1 		– Sell
-64,900
Closed -$1.49M – 4578
2016
Q4 		$1.49M Sell
64,900
-6,300
-9% -$144K 0.01% 1572
2016
Q3 		$1.61M Buy
+71,200
New +$1.67M 0.01% 1460

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
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.