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

Lindenwold Advisors’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
Q3 		$273K Buy
5,402
+35
+0.7% +$1.85K 0.13% 97
2025
Q2 		$295K Sell
5,367
-243
-4% -$14K 0.15% 84
2025
Q1 		$308K Sell
5,610
-1,375
-20% -$73.5K 0.17% 78
2024
Q4 		$369K Buy
6,985
+1,462
+26% +$85.9K 0.2% 79
2024
Q3 		$351K Buy
+5,523
New +$329K 0.18% 86

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lindenwold Advisors's HRB Position: Q3 2025 in Review

Lindenwold Advisors increased its H&R Block (HRB) stake by 0.65% in Q3 2025, buying an estimated $1.85K and bringing the position to 5,402 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #97.

Lindenwold Advisors first reported a position in HRB in Q3 2024 and has held it in 5 quarters since. The position peaked at $369K in Q4 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Lindenwold Advisors held 5,402 shares of H&R Block worth $273K as of Q3 2025.
  • Lindenwold Advisors bought 35 H&R Block shares in Q3 2025, an estimated $1.85K.
  • H&R Block made up 0.13% of Lindenwold Advisors's portfolio in Q3 2025, its #97 holding.
  • Lindenwold Advisors first reported a position in H&R Block in Q3 2024 and has held it in 5 quarters since.
  • Lindenwold Advisors's H&R Block position peaked at $369K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.