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

LGT 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
-167
Closed -$8.82K – 501
2024
Q4 		$8.82K Hold
167
– – 0.02% 457
2024
Q3 		$10.6K Hold
167
– – 0.03% 408
2024
Q2 		$9.06K Hold
167
– – 0.02% 494
2024
Q1 		$8.2K Hold
167
– – 0.01% 529
2023
Q4 		$8.08K Buy
+167
New +$7.44K 0.01% 524

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

LGT Financial Advisors sold out of H&R Block (HRB) in Q1 2025, closing a stake of 167 shares — an estimated $8.82K sold.

LGT Financial Advisors first reported a position in HRB in Q4 2023 and held it in 5 quarters. The position peaked at $10.6K in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • LGT Financial Advisors reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 167 H&R Block shares in Q1 2025, an estimated $8.82K.
  • LGT Financial Advisors first reported a position in H&R Block in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's H&R Block position peaked at $10.6K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.