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 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

BTW

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Linden Thomas Advisory Services's HRB Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its H&R Block (HRB) stake by 0.12% in Q2 2026, selling an estimated $1.25K and leaving 31,121 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #320.

Linden Thomas Advisory Services first reported a position in HRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q3 2024. 117 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

Linden Thomas Advisory Services held 31,121 shares of H&R Block worth $1.19M as of Q2 2026.
Linden Thomas Advisory Services sold 36 H&R Block shares in Q2 2026, an estimated $1.25K.
H&R Block made up 0.1% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #320 holding.
Linden Thomas Advisory Services first reported a position in H&R Block in Q4 2022 and has held it in 15 quarters since.
Linden Thomas Advisory Services's H&R Block position peaked at $1.95M in Q3 2024.
117 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.