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Leuthold Group’s H&R Block HRB Stock Holding History

Leuthold Group’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
Q4 		– Sell
-6,718
Closed -$340K – 220
2025
Q3 		$340K Hold
6,718
– – 0.04% 174
2025
Q2 		$369K Hold
6,718
– – 0.04% 177
2025
Q1 		$369K Sell
6,718
-66,951
-91% -$3.58M 0.05% 179
2024
Q4 		$3.89M Buy
+73,669
New +$4.33M 0.47% 90

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 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Leuthold Group's HRB Position: Q4 2025 in Review

Leuthold Group sold out of H&R Block (HRB) in Q4 2025, closing a stake of 6,718 shares — an estimated $340K sold.

Leuthold Group first reported a position in HRB in Q4 2024 and held it in 4 quarters. The position peaked at $3.89M in Q4 2024. 506 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Leuthold Group reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Leuthold Group sold 6,718 H&R Block shares in Q4 2025, an estimated $340K.
  • Leuthold Group first reported a position in H&R Block in Q4 2024 and held it in 4 quarters.
  • Leuthold Group's H&R Block position peaked at $3.89M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Leuthold Group's 13F filing for Q4 2025, filed 5 Feb 2026.