LGT Group Foundation’s H&R Block HRB Stock Holding History

LGT Group Foundation’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 Q2	$848K	Sell	22,257 -17,836	-44%	-$621K	0.01%	205
2026 Q1	$1.27M	Buy	40,093 +16,857	+73%	+$587K	0.02%	184
2025 Q4	$1.01M	Sell	23,236 -8,150	-26%	-$381K	0.01%	202
2025 Q3	$1.6M	Buy	31,386 +3,097	+11%	+$164K	0.02%	179
2025 Q2	$1.55M	Sell	28,289 -11,032	-28%	-$637K	0.02%	178
2025 Q1	$2.16M	Buy	39,321 +14,713	+60%	+$786K	0.03%	167
2024 Q4	$1.3M	Sell	24,608 -251	-1%	-$14.8K	0.02%	191
2024 Q3	$1.56M	Buy	+24,859	New	+$1.48M	0.03%	191

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LGT Group Foundation's HRB Position: Q2 2026 in Review

LGT Group Foundation reduced its H&R Block (HRB) stake by 44% in Q2 2026, selling an estimated $621K and leaving 22,257 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #205.

LGT Group Foundation first reported a position in HRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2025. 284 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

LGT Group Foundation held 22,257 shares of H&R Block worth $848K as of Q2 2026.
LGT Group Foundation sold 17,836 H&R Block shares in Q2 2026, an estimated $621K.
H&R Block made up 0.01% of LGT Group Foundation's portfolio in Q2 2026, its #205 holding.
LGT Group Foundation first reported a position in H&R Block in Q3 2024 and has held it in 8 quarters since.
LGT Group Foundation's H&R Block position peaked at $2.16M in Q1 2025.
284 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.