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My Legacy Advisors’s H&R Block HRB Stock Holding History

My Legacy 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
Q2 		$293K Sell
5,166
-70
-1% -$4.04K 0.1% 176
2025
Q1 		$288K Buy
5,236
+112
+2% +$5.99K 0.11% 178
2024
Q4 		$284K Buy
5,124
+359
+8% +$21.1K 0.11% 175
2024
Q3 		$303K Sell
4,765
-960
-17% -$57.2K 0.12% 175
2024
Q2 		$310K Buy
5,725
+695
+14% +$34.6K 0.1% 186
2024
Q1 		$247K Buy
+5,030
New +$239K 0.08% 201

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

My Legacy Advisors's HRB Position: Q2 2025 in Review

My Legacy Advisors reduced its H&R Block (HRB) stake by 1.3% in Q2 2025, selling an estimated $4.04K and leaving 5,166 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #176.

My Legacy Advisors first reported a position in HRB in Q1 2024 and has held it in 6 quarters since. The position peaked at $310K in Q2 2024. 561 funds tracked by Wall St. Rank hold HRB as of Q2 2025.

  • My Legacy Advisors held 5,166 shares of H&R Block worth $293K as of Q2 2025.
  • My Legacy Advisors sold 70 H&R Block shares in Q2 2025, an estimated $4.04K.
  • H&R Block made up 0.1% of My Legacy Advisors's portfolio in Q2 2025, its #176 holding.
  • My Legacy Advisors first reported a position in H&R Block in Q1 2024 and has held it in 6 quarters since.
  • My Legacy Advisors's H&R Block position peaked at $310K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held H&R Block as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.