Level Four Advisory Services’s H&R Block HRB Stock Holding History

Level Four Advisory Services’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	-4,955	Closed	-$216K	–	887
2025 Q4	$216K	Sell	4,955 -1	-0%	-$47	0.01%	788
2025 Q3	$251K	Buy	4,956 +3	+0.1%	+$159	0.01%	712
2025 Q2	$272K	Sell	4,953 -8	-0.2%	-$462	0.01%	667
2025 Q1	$272K	Hold	4,961	–	–	0.01%	651
2024 Q4	$262K	Buy	4,961 +9	+0.2%	+$529	0.01%	655
2024 Q3	$296K	Sell	4,952 -2	-0%	-$119	0.01%	633
2024 Q2	$269K	Buy	4,954 +27	+0.5%	+$1.34K	0.01%	643
2024 Q1	$238K	Hold	4,927	–	–	0.01%	674
2023 Q4	$238K	Sell	4,927 -176	-3%	-$7.84K	0.01%	672
2023 Q3	$220K	Buy	+5,103	New	+$188K	0.01%	664
2023 Q2	–	Sell	-7,127	Closed	-$251K	–	823
2023 Q1	$251K	Buy	+7,127	New	+$264K	0.02%	625
2022 Q4	–	Sell	-4,927	Closed	-$210K	–	697
2022 Q3	$210K	Buy	+4,927	New	+$208K	0.02%	495
2022 Q1	–	Sell	-8,884	Closed	-$209K	–	668
2021 Q4	$209K	Hold	8,884	–	–	0.02%	603
2021 Q3	$222K	Buy	+8,884	New	+$221K	0.02%	430
2021 Q2	–	Sell	-10,306	Closed	-$225K	–	655
2021 Q1	$225K	Sell	10,306 -736	-7%	-$13.9K	0.02%	577
2020 Q4	$175K	Sell	11,042 -1,483	-12%	-$25.6K	0.01%	576
2020 Q3	$204K	Sell	12,525 -1,968	-14%	-$28.9K	0.02%	513
2020 Q2	$205K	Buy	+14,493	New	+$229K	0.02%	531

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

Level Four Advisory Services's HRB Position: Q1 2026 in Review

Level Four Advisory Services sold out of H&R Block (HRB) in Q1 2026, closing a stake of 4,955 shares — an estimated $216K sold.

Level Four Advisory Services first reported a position in HRB in Q2 2020 and held it in 18 quarters. The position peaked at $296K in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

Level Four Advisory Services reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 4,955 H&R Block shares in Q1 2026, an estimated $216K.
Level Four Advisory Services first reported a position in H&R Block in Q2 2020 and held it in 18 quarters.
Level Four Advisory Services's H&R Block position peaked at $296K in Q3 2024.
481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.