Lido Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$654K Buy
+16,955
New +$591K ﹤0.01% 1320
2024
Q4
Sell
-3,197
Closed -$203K 1540
2024
Q3
$203K Buy
+3,197
New +$191K ﹤0.01% 1335
2024
Q2
Sell
-7,101
Closed -$351K 1444
2024
Q1
$351K Buy
+7,101
New +$337K ﹤0.01% 1022

Other funds holding HRB

Lido Advisors's HRB Position: Q2 2026 in Review

Lido Advisors opened a new position in H&R Block (HRB) in Q2 2026: 16,955 shares worth $654K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Lido Advisors previously reported a position in HRB as recently as Q3 2024.

Lido Advisors first reported a position in HRB in Q1 2024 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Lido Advisors held 16,955 shares of H&R Block worth $654K as of Q2 2026.
  • H&R Block was a new Lido Advisors position in Q2 2026.
  • H&R Block made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1320 holding.
  • Lido Advisors first reported a position in H&R Block in Q1 2024 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.