Brown, Lisle/Cummings’s H&R Block HRB Stock Holding History

Brown, Lisle/Cummings’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 Q3	–	Sell	-56	Closed	-$3.08K	–	774
2025 Q2	$3.08K	Hold	56	–	–	﹤0.01%	612
2025 Q1	$3.08K	Buy	+56	New	+$2.99K	﹤0.01%	609

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Brown, Lisle/Cummings's HRB Position: Q3 2025 in Review

Brown, Lisle/Cummings sold out of H&R Block (HRB) in Q3 2025, closing a stake of 56 shares — an estimated $3.08K sold.

Brown, Lisle/Cummings first reported a position in HRB in Q1 2025 and held it in 2 quarters. The position peaked at $3.08K in Q2 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Brown, Lisle/Cummings reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
Brown, Lisle/Cummings sold 56 H&R Block shares in Q3 2025, an estimated $3.08K.
Brown, Lisle/Cummings first reported a position in H&R Block in Q1 2025 and held it in 2 quarters.
Brown, Lisle/Cummings's H&R Block position peaked at $3.08K in Q2 2025.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2025, filed 10 Oct 2025.