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Liontrust Investment Partners’s H&R Block HRB Stock Holding History

Liontrust Investment Partners’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 		– Sell
-276,776
Closed -$15.2M – 198
2025
Q2 		$15.2M Sell
276,776
-43,991
-14% -$2.54M 0.22% 78
2025
Q1 		$17.6M Buy
320,767
+27,883
+10% +$1.49M 0.28% 72
2024
Q4 		$15.5M Buy
+292,884
New +$17.2M 0.22% 76

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

Liontrust Investment Partners's HRB Position: Q3 2025 in Review

Liontrust Investment Partners sold out of H&R Block (HRB) in Q3 2025, closing a stake of 276,776 shares — an estimated $15.2M sold.

Liontrust Investment Partners first reported a position in HRB in Q4 2024 and held it in 3 quarters. The position peaked at $17.6M in Q1 2025. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

  • Liontrust Investment Partners reported no remaining H&R Block position as of Q3 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 276,776 H&R Block shares in Q3 2025, an estimated $15.2M.
  • Liontrust Investment Partners first reported a position in H&R Block in Q4 2024 and held it in 3 quarters.
  • Liontrust Investment Partners's H&R Block position peaked at $17.6M in Q1 2025.
  • 541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Liontrust Investment Partners's 13F filing for Q3 2025, filed 24 Nov 2025.