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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $60.7B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return