Jeff Auxier's HRB Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 45,292 shares of H&R Block, Inc. (HRB) worth $1.97 M, representing 0.28% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in HRB, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 4,750 shares. Largest reduction occurred in Q3 2015, reducing 100,588 shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Jeff Auxier
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -745 | Reduce 1.62% | 45,292 | $43.58 |
| Q3 2025 | -222 | Reduce 0.48% | 46,037 | $50.57 |
| Q2 2025 | -178 | Reduce 0.38% | 46,259 | $54.89 |
| Q1 2025 | -260 | Reduce 0.56% | 46,437 | $54.91 |
| Q4 2024 | -2,823 | Reduce 5.70% | 46,697 | $52.84 |
| Q3 2024 | -10 | Reduce 0.02% | 49,520 | $63.55 |
| Q2 2024 | -25 | Reduce 0.05% | 49,530 | $54.23 |
| Q1 2024 | -320 | Reduce 0.64% | 49,555 | $49.11 |
| Q4 2023 | -3,702 | Reduce 6.91% | 49,875 | $48.37 |
| Q3 2023 | -170 | Reduce 0.32% | 53,577 | $43.06 |
| Q1 2023 | -335 | Reduce 0.62% | 53,747 | $35.25 |
| Q4 2022 | -100 | Reduce 0.18% | 54,082 | $36.51 |
| Q3 2022 | -6,070 | Reduce 10.07% | 54,182 | $42.54 |
| Q2 2022 | -1,050 | Reduce 1.71% | 60,252 | $35.32 |
| Q4 2021 | -300 | Reduce 0.49% | 61,302 | $23.56 |
| Q3 2021 | -150 | Reduce 0.24% | 61,602 | $25.00 |
| Q2 2021 | -950 | Reduce 1.52% | 61,752 | $23.48 |
| Q1 2021 | -215 | Reduce 0.34% | 62,702 | $21.80 |
| Q4 2020 | -750 | Reduce 1.18% | 62,917 | $15.86 |
| Q3 2020 | -1,350 | Reduce 2.08% | 63,667 | $16.29 |
| Q1 2020 | -550 | Reduce 0.84% | 65,017 | $14.07 |
| Q4 2019 | -25 | Reduce 0.04% | 65,567 | $23.49 |
| Q3 2019 | -1,410 | Reduce 2.10% | 65,592 | $23.62 |
| Q2 2019 | -100 | Reduce 0.15% | 67,002 | $29.30 |
| Q1 2019 | -25 | Reduce 0.04% | 67,102 | $23.93 |
| Q4 2018 | -56,650 | Reduce 45.77% | 67,127 | $25.37 |
| Q3 2018 | -1,025 | Reduce 0.82% | 123,777 | $25.75 |
| Q2 2018 | -2,600 | Reduce 2.04% | 124,802 | $22.78 |
| Q1 2018 | +4,750 | Add 3.87% | 127,402 | $25.41 |
| Q4 2017 | -300 | Reduce 0.24% | 122,652 | $26.22 |
| Q3 2017 | -1,300 | Reduce 1.05% | 122,952 | $26.48 |
| Q2 2017 | -13,600 | Reduce 9.87% | 124,252 | $30.91 |
| Q1 2017 | -15,350 | Reduce 10.02% | 137,852 | $23.25 |
| Q4 2016 | -550 | Reduce 0.36% | 153,202 | $22.99 |
| Q3 2016 | -750 | Reduce 0.49% | 153,752 | $23.15 |
| Q2 2016 | -250 | Reduce 0.16% | 154,502 | $23.00 |
| Q1 2016 | -11,385 | Reduce 6.85% | 154,752 | $26.42 |
| Q4 2015 | -6,500 | Reduce 3.77% | 166,137 | $33.31 |
| Q3 2015 | -100,588 | Reduce 36.82% | 172,637 | $36.20 |
| Q2 2015 | -4,965 | Reduce 1.78% | 273,225 | $29.65 |
| Q1 2015 | -13,550 | Reduce 4.64% | 278,190 | $32.07 |
| Q4 2014 | -650 | Reduce 0.22% | 291,740 | $33.68 |
| Q3 2014 | -2,850 | Reduce 0.97% | 292,390 | $31.01 |
| Q2 2014 | -700 | Reduce 0.24% | 295,240 | $33.52 |
| Q1 2014 | -15,400 | Reduce 4.95% | 295,940 | $30.19 |
| Q4 2013 | -60 | Reduce 0.02% | 311,340 | $29.04 |
| Q3 2013 | -1,100 | Reduce 0.35% | 311,400 | $26.66 |
| Q2 2013 | +312,501 | Add 0.00% | 312,500 | $27.75 |
Jeff Auxier's H&R Block Investment FAQs
Jeff Auxier first purchased H&R Block, Inc. (HRB) in Q2 2013, acquiring 312,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held H&R Block, Inc. (HRB) for 51 quarters since Q2 2013.
Jeff Auxier's largest addition to H&R Block, Inc. (HRB) was in Q2 2013, adding 312,500 shares worth $8.67 M.
According to the latest 13F filing for Q4 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 45,292 shares of H&R Block, Inc. (HRB), valued at approximately $1.97 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.28% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings.
Jeff Auxier's peak holding in H&R Block, Inc. (HRB) was 312,500 shares, as reported at the end of Q2 2013.