Signals

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☆HRB

37 in-universe funds with a nonzero position in HRB within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-31 Insider Campbell Curtis A (President & CEO) acquired via award
2026-08-31 Insider Campbell Curtis A (President & CEO) disposed via tax withholding ($146,324)
2026-08-31 Insider Wasleski April M. (VP & Chief Acct Officer) acquired via award
2026-08-31 Insider Wasleski April M. (VP & Chief Acct Officer) disposed via tax withholding ($21,331)
2026-08-31 Insider Darling Mark J. (Chief Retail Officer) acquired via award
2026-08-31 Insider Darling Mark J. (Chief Retail Officer) disposed via tax withholding ($213,263)
2026-08-31 Insider Redler Dara S (Chief Legal & Admin. Officer) acquired via award
2026-08-31 Insider Redler Dara S (Chief Legal & Admin. Officer) disposed via tax withholding ($631,111)
2026-08-31 Insider Manuel Scott (Chief Strategy & Operations Of) acquired via award
2026-08-31 Insider Manuel Scott (Chief Strategy & Operations Of) disposed via tax withholding ($192,964)
2026-08-14 8-K Item(s) 5.02
2026-08-11 8-K Item(s) 2.02, 7.01, 9.01
2026-05-06 8-K Item(s) 2.02, 9.01
2026-02-03 8-K Item(s) 2.02, 9.01
2026-01-22 8-K Item(s) 5.02, 9.01
2025-11-10 8-K Item(s) 5.07
2025-11-06 8-K Item(s) 2.02, 9.01
2025-09-19 8-K Item(s) 5.02
2025-08-26 8-K Item(s) 1.01, 2.03, 9.01
2025-08-25 8-K Item(s) 1.01, 9.01
2025-08-18 Ownership Dilution filing by H&R BLOCK INC (424B5)
2021-06-22 Ownership Dilution filing by H&R BLOCK INC (424B5)
2020-08-04 Ownership Dilution filing by H&R BLOCK INC (424B5)
2015-09-25 Ownership Dilution filing by H&R BLOCK INC (424B5)
2012-10-22 Ownership Dilution filing by H&R BLOCK INC (424B5)

Flow ranking

Rank#6382
Score / z0.000 / -0.03
Consensus11.66 over 20 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-10% / 5.4d

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-31 Campbell Curtis A A —
2026-08-31 Campbell Curtis A F $146,324
2026-08-31 Wasleski April M. A —
2026-08-31 Wasleski April M. F $21,331
2026-08-31 Darling Mark J. A —
2026-08-31 Darling Mark J. F $213,263
2026-08-31 Redler Dara S A —
2026-08-31 Redler Dara S F $631,111
2026-08-31 Manuel Scott A —
2026-08-31 Manuel Scott F $192,964
Showing the 10 most recent.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-14 8-K 5.02
2026-08-11 8-K 2.02, 7.01, 9.01
2026-05-06 8-K 2.02, 9.01
2026-02-03 8-K 2.02, 9.01
2026-01-22 8-K 5.02, 9.01
2025-11-10 8-K 5.07
2025-11-06 8-K 2.02, 9.01
2025-09-19 8-K/A 5.02
2025-08-26 8-K 1.01, 2.03, 9.01
2025-08-25 8-K 1.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-08-18 424B5 H&R BLOCK INC
2021-06-22 424B5 H&R BLOCK INC
2020-08-04 424B5 H&R BLOCK INC
2015-09-25 424B5 H&R BLOCK INC
2012-10-22 424B5 H&R BLOCK INC

LLM reads

Ticker EvalImproving
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 118.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 66.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 28.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just HRB). Qtrs Held counts distinct quarters this fund has actually held HRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HRB position size. Δ columns are the percentage-point change in HRB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status