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LECAP Asset Management’s H&R Block HRB Stock Holding History

LECAP Asset 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
Q3 		– Sell
-19,770
Closed -$1.09M – 337
2025
Q2 		$1.09M Sell
19,770
-3,409
-15% -$197K 0.38% 96
2025
Q1 		$1.27M Buy
23,179
+19,383
+511% +$1.04M 0.3% 153
2024
Q4 		$201K Sell
3,796
-22,647
-86% -$1.33M 0.05% 278
2024
Q3 		$1.68M Buy
26,443
+19,050
+258% +$1.14M 0.36% 104
2024
Q2 		$401K Buy
+7,393
New +$368K 0.09% 275
2024
Q1 		– Sell
-9,508
Closed -$460K – 332
2023
Q4 		$460K Buy
+9,508
New +$424K 0.17% 218

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LECAP Asset Management's HRB Position: Q3 2025 in Review

LECAP Asset Management sold out of H&R Block (HRB) in Q3 2025, closing a stake of 19,770 shares — an estimated $1.09M sold.

LECAP Asset Management first reported a position in HRB in Q4 2023 and held it in 6 quarters. The position peaked at $1.68M in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • LECAP Asset Management reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • LECAP Asset Management sold 19,770 H&R Block shares in Q3 2025, an estimated $1.09M.
  • LECAP Asset Management first reported a position in H&R Block in Q4 2023 and held it in 6 quarters.
  • LECAP Asset Management's H&R Block position peaked at $1.68M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on LECAP Asset Management's 13F filing for Q3 2025, filed 23 Oct 2025.