MLL
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Moody Lynn & Lieberson’s H&R Block HRB Stock Holding History

Moody Lynn & Lieberson’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
-7,339
Closed -$371K – 271
2025
Q3 		$371K Buy
7,339
+180
+3% +$9.51K 0.02% 196
2025
Q2 		$393K Sell
7,159
-38
-0.5% -$2.19K 0.02% 190
2025
Q1 		$395K Hold
7,197
– – 0.03% 183
2024
Q4 		$380K Buy
7,197
+60
+0.8% +$3.53K 0.02% 188
2024
Q3 		$454K Hold
7,137
– – 0.03% 183
2024
Q2 		$387K Hold
7,137
– – 0.03% 184
2024
Q1 		$350K Buy
7,137
+10
+0.1% +$475 0.02% 189
2023
Q4 		$345K Buy
+7,127
New +$318K 0.03% 189
2015
Q1 		– Sell
-8,957
Closed -$302K – 197
2014
Q4 		$302K Buy
+8,957
New +$287K 0.04% 163

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

Moody Lynn & Lieberson's HRB Position: Q4 2025 in Review

Moody Lynn & Lieberson sold out of H&R Block (HRB) in Q4 2025, closing a stake of 7,339 shares — an estimated $371K sold.

Moody Lynn & Lieberson first reported a position in HRB in Q4 2014 and held it in 9 quarters. The position peaked at $454K in Q3 2024. 504 funds tracked by Wall St. Rank hold HRB as of Q4 2025.

  • Moody Lynn & Lieberson reported no remaining H&R Block position as of Q4 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,339 H&R Block shares in Q4 2025, an estimated $371K.
  • Moody Lynn & Lieberson first reported a position in H&R Block in Q4 2014 and held it in 9 quarters.
  • Moody Lynn & Lieberson's H&R Block position peaked at $454K in Q3 2024.
  • 504 funds tracked by Wall St. Rank held H&R Block as of Q4 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2025, filed 15 Jan 2026.