XT
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XTX Topco’s H&R Block HRB Stock Holding History

XTX Topco’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
Q4 		– Sell
-27,529
Closed -$1.39M – 3508
2025
Q3 		$1.39M Sell
27,529
-5,014
-15% -$265K 0.07% 380
2025
Q2 		$1.79M Buy
32,543
+13,627
+72% +$787K 0.07% 379
2025
Q1 		$1.04M Buy
+18,916
New +$1.01M 0.05% 541
2024
Q2 		– Sell
-7,699
Closed -$378K – 2122
2024
Q1 		$378K Buy
+7,699
New +$366K 0.05% 658
2023
Q1 		– Sell
-19,794
Closed -$723K – 1448
2022
Q4 		$723K Buy
+19,794
New +$804K 0.15% 165
2021
Q4 		– Sell
-8,980
Closed -$225K – 826
2021
Q3 		$225K Buy
+8,980
New +$224K 0.08% 450

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

XTX Topco's HRB Position: Q4 2025 in Review

XTX Topco sold out of H&R Block (HRB) in Q4 2025, closing a stake of 27,529 shares — an estimated $1.39M sold.

XTX Topco first reported a position in HRB in Q3 2021 and held it in 6 quarters. The position peaked at $1.79M in Q2 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • XTX Topco reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • XTX Topco sold 27,529 H&R Block shares in Q4 2025, an estimated $1.39M.
  • XTX Topco first reported a position in H&R Block in Q3 2021 and held it in 6 quarters.
  • XTX Topco's H&R Block position peaked at $1.79M in Q2 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on XTX Topco's 13F filing for Q4 2025, filed 17 Feb 2026.