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Legacy Wealth Management (Idaho)’s H&R Block HRB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-79
Closed -$3.44K – 1051
2025
Q4 		$3.44K Hold
79
– – ﹤0.01% 589
2025
Q3 		$4K Hold
79
– – ﹤0.01% 461
2025
Q2 		$4.34K Hold
79
– – ﹤0.01% 414
2025
Q1 		$4.34K Hold
79
– – ﹤0.01% 433
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 $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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s HRB Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of H&R Block (HRB) in Q1 2026, closing a stake of 79 shares — an estimated $3.44K sold.

Legacy Wealth Management (Idaho) first reported a position in HRB in Q3 2024 and held it in 6 quarters. The position peaked at $9.38K in Q3 2024. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 79 H&R Block shares in Q1 2026, an estimated $3.44K.
  • Legacy Wealth Management (Idaho) first reported a position in H&R Block in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s H&R Block position peaked at $9.38K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.