LCM
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Logan Capital Management’s H&R Block HRB Stock Holding History

Logan Capital Management’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
Q4 		– Sell
-19
Closed -$961 – 351
2025
Q3 		$961 Sell
19
-46
-71% -$2.43K ﹤0.01% 431
2025
Q2 		$3.55K Buy
65
+1
+2% +$58 ﹤0.01% 384
2025
Q1 		$3.53K Hold
64
– – ﹤0.01% 470
2024
Q4 		$3.38K Buy
+64
New +$3.76K ﹤0.01% 444

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
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 $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Logan Capital Management's HRB Position: Q4 2025 in Review

Logan Capital Management sold out of H&R Block (HRB) in Q4 2025, closing a stake of 19 shares — an estimated $961 sold.

Logan Capital Management first reported a position in HRB in Q4 2024 and held it in 4 quarters. The position peaked at $3.55K in Q2 2025. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Logan Capital Management reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 19 H&R Block shares in Q4 2025, an estimated $961.
  • Logan Capital Management first reported a position in H&R Block in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's H&R Block position peaked at $3.55K in Q2 2025.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.