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Legacy Investment Solutions’s H&R Block HRB Stock Holding History

Legacy Investment Solutions’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
Q2 		$4.34K Buy
+79
New +$4.56K ﹤0.01% 414
2024
Q4 		$4.21K Sell
79
-79
-50% -$4.64K ﹤0.01% 407
2024
Q3 		$9.38K Buy
+158
New +$9.42K 0.01% 324

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Investment Solutions's HRB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in H&R Block (HRB) in Q2 2025: 79 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HRB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HRB in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.38K in Q3 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • Legacy Investment Solutions held 79 shares of H&R Block worth $4.34K as of Q2 2025.
  • H&R Block was a new Legacy Investment Solutions position in Q2 2025.
  • H&R Block made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #414 holding.
  • Legacy Investment Solutions first reported a position in H&R Block in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's H&R Block position peaked at $9.38K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.