Lowe Wealth Advisors’s H&R Block HRB Stock Holding History

Lowe Wealth 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	$20.5K	Hold	406	–	–	0.01%	207
2025 Q2	$22.3K	Hold	406	–	–	0.01%	190
2025 Q1	$22.3K	Hold	406	–	–	0.01%	188
2024 Q4	$21.5K	Hold	406	–	–	0.01%	178
2024 Q3	$25.8K	Hold	406	–	–	0.01%	157
2024 Q2	$22K	Hold	406	–	–	0.01%	163
2024 Q1	$19.9K	Hold	406	–	–	0.01%	164
2023 Q4	$19.6K	Hold	406	–	–	0.01%	161
2023 Q3	$17.5K	Hold	406	–	–	0.01%	160
2023 Q2	$12.9K	Hold	406	–	–	0.01%	197
2023 Q1	$14.3K	Hold	406	–	–	0.01%	179
2022 Q4	$14.8K	Hold	406	–	–	0.01%	183
2022 Q3	$17K	Hold	406	–	–	0.01%	158
2022 Q2	$14K	Hold	406	–	–	0.01%	164
2022 Q1	$11K	Hold	406	–	–	0.01%	194
2021 Q4	$10K	Hold	406	–	–	﹤0.01%	189
2021 Q3	$10K	Hold	406	–	–	﹤0.01%	184
2021 Q2	$10K	Hold	406	–	–	﹤0.01%	183
2021 Q1	$9K	Hold	406	–	–	﹤0.01%	186
2020 Q4	$6K	Hold	406	–	–	﹤0.01%	192
2020 Q3	$7K	Hold	406	–	–	﹤0.01%	182
2020 Q2	$6K	Hold	406	–	–	﹤0.01%	179
2020 Q1	$6K	Hold	406	–	–	﹤0.01%	179
2019 Q4	$10K	Hold	406	–	–	0.01%	164
2019 Q3	$10K	Hold	406	–	–	0.01%	155
2019 Q2	$12K	Hold	406	–	–	0.01%	149
2019 Q1	$9K	Hold	406	–	–	0.01%	152
2018 Q4	$10K	Hold	406	–	–	0.01%	139
2018 Q3	$10K	Hold	406	–	–	0.01%	150
2018 Q2	$9K	Hold	406	–	–	0.01%	148
2018 Q1	$10K	Hold	406	–	–	0.01%	150
2017 Q4	$11K	Hold	406	–	–	0.01%	149
2017 Q3	$11K	Hold	406	–	–	0.01%	147
2017 Q2	$13K	Hold	406	–	–	0.01%	121
2017 Q1	$9K	Hold	406	–	–	0.01%	137
2016 Q4	$9K	Hold	406	–	–	0.01%	141
2016 Q3	$9K	Hold	406	–	–	0.01%	143
2016 Q2	$9K	Hold	406	–	–	0.01%	138
2016 Q1	$11K	Hold	406	–	–	0.01%	125
2015 Q4	$14K	Hold	406	–	–	0.01%	110
2015 Q3	$15K	Hold	406	–	–	0.01%	100
2015 Q2	$12K	Hold	406	–	–	0.01%	129
2015 Q1	$13K	Hold	406	–	–	0.01%	123
2014 Q4	$14K	Buy	+406	New	+$13K	0.01%	116

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lowe Wealth Advisors's HRB Position: Q3 2025 in Review

Lowe Wealth Advisors held its H&R Block (HRB) position steady in Q3 2025 at 406 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #207.

Lowe Wealth Advisors first reported a position in HRB in Q4 2014 and has held it in 44 quarters since. The position peaked at $25.8K in Q3 2024. 541 funds tracked by Wall St. Rank hold HRB as of Q3 2025.

Lowe Wealth Advisors held 406 shares of H&R Block worth $20.5K as of Q3 2025.
Lowe Wealth Advisors left its H&R Block share count unchanged in Q3 2025.
H&R Block made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #207 holding.
Lowe Wealth Advisors first reported a position in H&R Block in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's H&R Block position peaked at $25.8K in Q3 2024.
541 funds tracked by Wall St. Rank held H&R Block as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.