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Wood Tarver Financial Group’s H&R Block HRB Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-241
Closed -$13K – 356
2025
Q2 		$13K Hold
241
– – ﹤0.01% 398
2025
Q1 		$13.2K Hold
241
– – ﹤0.01% 389
2024
Q4 		$12K Buy
+241
New +$14.2K ﹤0.01% 397

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

Wood Tarver Financial Group's HRB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of H&R Block (HRB) in Q3 2025, closing a stake of 241 shares — an estimated $13K sold.

Wood Tarver Financial Group first reported a position in HRB in Q4 2024 and held it in 3 quarters. The position peaked at $13.2K in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 241 H&R Block shares in Q3 2025, an estimated $13K.
  • Wood Tarver Financial Group first reported a position in H&R Block in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's H&R Block position peaked at $13.2K in Q1 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.