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 		$724K Buy
+14,300
New +$756K ﹤0.01% 3263
2025
Q1 		– Sell
-26,500
Closed -$1.38M – 5201
2024
Q4 		$1.38M Sell
26,500
-6,200
-19% -$364K ﹤0.01% 2327
2024
Q3 		$2.08M Buy
32,700
+10,800
+49% +$644K ﹤0.01% 1666
2024
Q2 		$1.19M Sell
21,900
-6,600
-23% -$329K ﹤0.01% 2040
2024
Q1 		$1.4M Buy
28,500
+600
+2% +$28.5K ﹤0.01% 1892
2023
Q4 		$1.35M Sell
27,900
-8,300
-23% -$370K ﹤0.01% 2010
2023
Q3 		$1.56M Buy
+36,200
New +$1.34M ﹤0.01% 1769
2023
Q2 		– Sell
-14,700
Closed -$509K – 4547
2023
Q1 		$509K Sell
14,700
-31,100
-68% -$1.15M ﹤0.01% 2484
2022
Q4 		$1.67M Buy
+45,800
New +$1.86M ﹤0.01% 1500
2022
Q3 		– Sell
-59,800
Closed -$2.07M – 4902
2022
Q2 		$2.07M Buy
+59,800
New +$1.85M ﹤0.01% 1354
2021
Q4 		– Sell
-43,700
Closed -$1.1M – 6285
2021
Q3 		$1.1M Buy
+43,700
New +$1.09M ﹤0.01% 2867
2021
Q2 		– Sell
-72,400
Closed -$1.58M – 6301
2021
Q1 		$1.58M Buy
72,400
+18,500
+34% +$350K ﹤0.01% 2198
2020
Q4 		$836K Buy
53,900
+11,300
+27% +$195K ﹤0.01% 2591
2020
Q3 		$690K Sell
42,600
-11,300
-21% -$166K ﹤0.01% 2452
2020
Q2 		$766K Buy
53,900
+13,500
+33% +$213K ﹤0.01% 2275
2020
Q1 		$566K Buy
40,400
+20,300
+101% +$425K ﹤0.01% 2522
2019
Q4 		$470K Buy
+20,100
New +$483K ﹤0.01% 3128
2019
Q2 		– Sell
-68,100
Closed -$1.63M – 4724
2019
Q1 		$1.63M Buy
+68,100
New +$1.67M ﹤0.01% 1701
2018
Q4 		– Sell
-54,900
Closed -$1.41M – 4808
2018
Q3 		$1.41M Sell
54,900
-22,100
-29% -$561K ﹤0.01% 1983
2018
Q2 		$1.96M Hold
77,000
– – ﹤0.01% 1615
2018
Q1 		$1.96M Buy
+77,000
New +$2.03M ﹤0.01% 1615
2017
Q1 		– Sell
-56,200
Closed -$1.29M – 4579
2016
Q4 		$1.29M Buy
56,200
+7,700
+16% +$176K 0.01% 1685
2016
Q3 		$1.1M Buy
+48,500
New +$1.13M 0.01% 1768

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.