Linden Thomas Advisory Services’s H&R Block HRB Stock Holding History

Linden Thomas 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 Q3	$1.31M	Buy	32,010 +889	+3%	+$40.5K	0.1%	313
2026 Q2	$1.19M	Sell	31,121 -36	-0.1%	-$1.25K	0.1%	320
2026 Q1	$989K	Buy	31,157 +220	+0.7%	+$7.67K	0.1%	317
2025 Q4	$1.35M	Sell	30,937 -70	-0.2%	-$3.27K	0.14%	229
2025 Q3	$1.57M	Buy	31,007 +815	+3%	+$43.1K	0.16%	205
2025 Q2	$1.66M	Sell	30,192 -217	-0.7%	-$12.5K	0.18%	185
2025 Q1	$1.67M	Buy	30,409 +25	+0.1%	+$1.34K	0.22%	167
2024 Q4	$1.61M	Sell	30,384 -259	-0.8%	-$15.2K	0.2%	181
2024 Q3	$1.95M	Sell	30,643 -170	-0.6%	-$10.1K	0.27%	128
2024 Q2	$1.67M	Sell	30,813 -73	-0.2%	-$3.63K	0.26%	143
2024 Q1	$1.52M	Sell	30,886 -243	-0.8%	-$11.5K	0.24%	161
2023 Q4	$1.51M	Buy	31,129 +503	+2%	+$22.4K	0.28%	144
2023 Q3	$1.32M	Sell	30,626 -998	-3%	-$36.8K	0.29%	143
2023 Q2	$1.01M	Buy	31,624 +1,045	+3%	+$33.8K	0.22%	188
2023 Q1	$1.08M	Buy	30,579 +4,793	+19%	+$177K	0.27%	161
2022 Q4	$941K	Buy	+25,786	New	+$1.05M	0.27%	164

Other funds holding HRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Linden Thomas Advisory Services's HRB Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its H&R Block (HRB) stake by 2.9% in Q3 2026, buying an estimated $40.5K and bringing the position to 32,010 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #313.

Linden Thomas Advisory Services first reported a position in HRB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q3 2024. 280 funds tracked by Wall St. Rank hold HRB as of Q3 2026.

Linden Thomas Advisory Services held 32,010 shares of H&R Block worth $1.31M as of Q3 2026.
Linden Thomas Advisory Services bought 889 H&R Block shares in Q3 2026, an estimated $40.5K.
H&R Block made up 0.1% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #313 holding.
Linden Thomas Advisory Services first reported a position in H&R Block in Q4 2022 and has held it in 16 quarters since.
Linden Thomas Advisory Services's H&R Block position peaked at $1.95M in Q3 2024.
280 funds tracked by Wall St. Rank held H&R Block as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.