LAM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $60.8B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return