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Lindbrook Capital’s H&R Block HRB Stock Holding History

Lindbrook Capital’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 		$119K Buy
2,166
+507
+31% +$27.1K 0.01% 607
2024
Q4 		$87.7K Hold
1,659
– – 0.01% 595
2024
Q3 		$105K Hold
1,659
– – 0.01% 553
2024
Q2 		$90K Buy
1,659
+60
+4% +$2.99K 0.01% 571
2024
Q1 		$78.5K Sell
1,599
-21
-1% -$998 0.01% 615
2023
Q4 		$78.4K Sell
1,620
-29
-2% -$1.29K 0.01% 597
2023
Q3 		$71K Buy
1,649
+2
+0.1% +$74 0.01% 566
2023
Q2 		$52.5K Buy
1,647
+213
+15% +$6.88K 0.01% 704
2023
Q1 		$50.5K Buy
1,434
+45
+3% +$1.66K 0.01% 689
2022
Q4 		$50.7K Hold
1,389
– – 0.01% 691
2022
Q3 		$59K Buy
1,389
+6
+0.4% +$254 0.01% 591
2022
Q2 		$49K Buy
1,383
+125
+10% +$3.86K 0.01% 665
2022
Q1 		$33K Hold
1,258
– – 0.01% 830
2021
Q4 		$30K Buy
1,258
+1,208
+2,416% +$29.3K ﹤0.01% 883
2021
Q3 		$1K Buy
50
+12
+32% +$299 ﹤0.01% 1731
2021
Q2 		$1K Hold
38
– – ﹤0.01% 1774
2021
Q1 		$1K Hold
38
– – ﹤0.01% 1734
2020
Q4 		$1K Hold
38
– – ﹤0.01% 1625
2020
Q3 		$1K Sell
38
-1
-3% -$15 ﹤0.01% 1569
2020
Q2 		$1K Sell
39
-146
-79% -$2.31K ﹤0.01% 1568
2020
Q1 		$3K Buy
+185
New +$3.87K ﹤0.01% 1195
2019
Q2 		– Sell
-26
Closed – – 1446
2019
Q1 		$0 Hold
26
– – ﹤0.01% 1443
2018
Q4 		$0 Buy
+26
New +$694 ﹤0.01% 1391

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's HRB Position: Q1 2025 in Review

Lindbrook Capital increased its H&R Block (HRB) stake by 31% in Q1 2025, buying an estimated $27.1K and bringing the position to 2,166 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #607.

Lindbrook Capital first reported a position in HRB in Q4 2018 and has held it in 23 quarters since. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Lindbrook Capital held 2,166 shares of H&R Block worth $119K as of Q1 2025.
  • Lindbrook Capital bought 507 H&R Block shares in Q1 2025, an estimated $27.1K.
  • H&R Block made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #607 holding.
  • Lindbrook Capital first reported a position in H&R Block in Q4 2018 and has held it in 23 quarters since.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.