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LRI Investments’s H&R Block HRB Stock Holding History

LRI Investments’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 		$8.23K Buy
216
+73
+51% +$2.54K ﹤0.01% 1013
2026
Q1 		$4.54K Buy
143
+22
+18% +$767 ﹤0.01% 1119
2025
Q4 		$5.27K Hold
121
– – ﹤0.01% 1032
2025
Q3 		$6.12K Hold
121
– – ﹤0.01% 995
2025
Q2 		$6.64K Hold
121
– – ﹤0.01% 938
2025
Q1 		$6.64K Hold
121
– – ﹤0.01% 876
2024
Q4 		$6.39K Hold
121
– – ﹤0.01% 871
2024
Q3 		$7.16K Hold
121
– – ﹤0.01% 845
2024
Q2 		$6.56K Hold
121
– – ﹤0.01% 830
2024
Q1 		$5.94K Buy
+121
New +$5.75K ﹤0.01% 596

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LRI Investments's HRB Position: Q2 2026 in Review

LRI Investments increased its H&R Block (HRB) stake by 51% in Q2 2026, buying an estimated $2.54K and bringing the position to 216 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

LRI Investments first reported a position in HRB in Q1 2024 and has held it in 10 quarters since. 537 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • LRI Investments held 216 shares of H&R Block worth $8.23K as of Q2 2026.
  • LRI Investments bought 73 H&R Block shares in Q2 2026, an estimated $2.54K.
  • H&R Block made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1013 holding.
  • LRI Investments first reported a position in H&R Block in Q1 2024 and has held it in 10 quarters since.
  • 537 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.