ZIM
HRB icon

Zacks Investment Management’s H&R Block HRB Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-38,774
Closed -$2.05M – 698
2024
Q4 		$2.05M Buy
38,774
+5,870
+18% +$345K 0.02% 330
2024
Q3 		$2.09M Buy
+32,904
New +$1.96M 0.02% 338
2023
Q1 		– Sell
-79,314
Closed -$2.9M – 663
2022
Q4 		$2.9M Sell
79,314
-2,543
-3% -$103K 0.04% 244
2022
Q3 		$3.48M Buy
+81,857
New +$3.46M 0.06% 207
2020
Q3 		– Sell
-12,266
Closed -$175K – 534
2020
Q2 		$175K Buy
+12,266
New +$194K ﹤0.01% 482
2017
Q3 		– Sell
-10,549
Closed -$326K – 620
2017
Q2 		$326K Buy
+10,549
New +$277K 0.01% 483
2016
Q1 		– Sell
-11,560
Closed -$385K – 643
2015
Q4 		$385K Buy
+11,560
New +$411K 0.01% 449
2014
Q4 		– Sell
-15,449
Closed -$479K – 684
2014
Q3 		$479K Buy
+15,449
New +$504K 0.02% 417

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Zacks Investment Management's HRB Position: Q1 2025 in Review

Zacks Investment Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 38,774 shares — an estimated $2.05M sold.

Zacks Investment Management first reported a position in HRB in Q3 2014 and held it in 8 quarters. The position peaked at $3.48M in Q3 2022. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Zacks Investment Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 38,774 H&R Block shares in Q1 2025, an estimated $2.05M.
  • Zacks Investment Management first reported a position in H&R Block in Q3 2014 and held it in 8 quarters.
  • Zacks Investment Management's H&R Block position peaked at $3.48M in Q3 2022.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.