Legacy Bridge’s H&R Block HRB Stock Holding History

Legacy Bridge’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
2026 Q1	$485K	Hold	15,265	–	–	0.18%	117
2025 Q4	$665K	Hold	15,265	–	–	0.27%	103
2025 Q3	$772K	Hold	15,265	–	–	0.32%	92
2025 Q2	$838K	Hold	15,265	–	–	0.4%	83
2025 Q1	$838K	Sell	15,265 -12	-0.1%	-$641	0.47%	77
2024 Q4	$807K	Hold	15,277	–	–	0.42%	81
2024 Q3	$971K	Hold	15,277	–	–	0.52%	76
2024 Q2	$828K	Hold	15,277	–	–	0.49%	77
2024 Q1	$750K	Hold	15,277	–	–	0.44%	83
2023 Q4	$739K	Sell	15,277 -560	-4%	-$25K	0.48%	82
2023 Q3	$682K	Hold	15,837	–	–	0.49%	82
2023 Q2	$505K	Hold	15,837	–	–	0.34%	100
2023 Q1	$558K	Buy	15,837 +1,040	+7%	+$38.5K	0.39%	95
2022 Q4	$540K	Buy	14,797 +12	+0.1%	+$488	0.38%	95
2022 Q3	$629K	Hold	14,785	–	–	0.5%	81
2022 Q2	$522K	Hold	14,785	–	–	0.39%	97
2022 Q1	$385K	Hold	14,785	–	–	0.22%	124
2021 Q4	$348K	Buy	14,785 +160	+1%	+$3.88K	0.18%	132
2021 Q3	$366K	Hold	14,625	–	–	0.21%	124
2021 Q2	$343K	Hold	14,625	–	–	0.19%	128
2021 Q1	$319K	Hold	14,625	–	–	0.21%	118
2020 Q4	$232K	Buy	14,625 +12,825	+713%	+$222K	0.17%	127
2020 Q3	$29K	Hold	1,800	–	–	0.03%	197
2020 Q2	$26K	Buy	+1,800	New	+$28.4K	0.03%	202

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Bridge's HRB Position: Q1 2026 in Review

Legacy Bridge held its H&R Block (HRB) position steady in Q1 2026 at 15,265 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #117.

Legacy Bridge first reported a position in HRB in Q2 2020 and has held it in 24 quarters since. The position peaked at $971K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Legacy Bridge held 15,265 shares of H&R Block worth $485K as of Q1 2026.
Legacy Bridge left its H&R Block share count unchanged in Q1 2026.
H&R Block made up 0.18% of Legacy Bridge's portfolio in Q1 2026, its #117 holding.
Legacy Bridge first reported a position in H&R Block in Q2 2020 and has held it in 24 quarters since.
Legacy Bridge's H&R Block position peaked at $971K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.