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Legend Financial Advisors’s H&R Block HRB Stock Holding History

Legend Financial Advisors’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
Q1 		– Sell
-123
Closed -$6.5K – 128
2024
Q4 		$6.5K Buy
+123
New +$7.23K ﹤0.01% 139
2024
Q3 		– Sell
-123
Closed -$6.67K – 213
2024
Q2 		$6.67K Buy
+123
New +$6.12K ﹤0.01% 176

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

Legend Financial Advisors's HRB Position: Q1 2025 in Review

Legend Financial Advisors sold out of H&R Block (HRB) in Q1 2025, closing a stake of 123 shares — an estimated $6.5K sold.

Legend Financial Advisors first reported a position in HRB in Q2 2024 and held it in 2 quarters. The position peaked at $6.67K in Q2 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Legend Financial Advisors reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 123 H&R Block shares in Q1 2025, an estimated $6.5K.
  • Legend Financial Advisors first reported a position in H&R Block in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's H&R Block position peaked at $6.67K in Q2 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.