Ameritas Investment Partners’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $741K | Buy |
23,352
+182
| +0.8% | +$6.34K | 0.02% | 712 |
|
|
2025
Q4 | $1.01M | Sell |
23,170
-1,926
| -8% | -$90K | 0.03% | 606 |
|
|
2025
Q3 | $1.27M | Sell |
25,096
-898
| -3% | -$47.5K | 0.04% | 519 |
|
|
2025
Q2 | $1.43M | Sell |
25,994
-342
| -1% | -$19.7K | 0.05% | 478 |
|
|
2025
Q1 | $1.45M | Sell |
26,336
-1,114
| -4% | -$59.5K | 0.05% | 459 |
|
|
2024
Q4 | $1.45M | Sell |
27,450
-1,189
| -4% | -$69.9K | 0.05% | 484 |
|
|
2024
Q3 | $1.82M | Sell |
28,639
-1,039
| -4% | -$61.9K | 0.06% | 373 |
|
|
2024
Q2 | $1.61M | Sell |
29,678
-1,089
| -4% | -$54.2K | 0.06% | 401 |
|
|
2024
Q1 | $1.51M | Sell |
30,767
-1,013
| -3% | -$48.1K | 0.05% | 463 |
|
|
2023
Q4 | $1.54M | Sell |
31,780
-2,373
| -7% | -$106K | 0.06% | 427 |
|
|
2023
Q3 | $1.47M | Sell |
34,153
-3,876
| -10% | -$143K | 0.06% | 392 |
|
|
2023
Q2 | $1.21M | Sell |
38,029
-738
| -2% | -$23.8K | 0.05% | 511 |
|
|
2023
Q1 | $1.37M | Sell |
38,767
-1,468
| -4% | -$54.3K | 0.05% | 445 |
|
|
2022
Q4 | $1.55M | Sell |
40,235
-808
| -2% | -$32.8K | 0.06% | 383 |
|
|
2022
Q3 | $1.75M | Sell |
41,043
-1,518
| -4% | -$64.2K | 0.08% | 283 |
|
|
2022
Q2 | $1.5M | Sell |
42,561
-1,392
| -3% | -$43K | 0.06% | 366 |
|
|
2022
Q1 | $1.15M | Sell |
43,953
-3,212
| -7% | -$78K | 0.04% | 564 |
|
|
2021
Q4 | $1.11M | Hold |
47,165
| – | – | 0.04% | 595 |
|
|
2021
Q3 | $1.18M | Sell |
47,165
-1,874
| -4% | -$46.7K | 0.04% | 538 |
|
|
2021
Q2 | $1.15M | Sell |
49,039
-1,653
| -3% | -$39.1K | 0.04% | 561 |
|
|
2021
Q1 | $1.1M | Hold |
50,692
| – | – | 0.04% | 562 |
|
|
2020
Q4 | $804K | Sell |
50,692
-3,918
| -7% | -$67.7K | 0.04% | 633 |
|
|
2020
Q3 | $890K | Buy |
54,610
+51,157
| +1,482% | +$752K | 0.04% | 509 |
|
|
2020
Q2 | $49K | Hold |
3,453
| – | – | ﹤0.01% | 1835 |
|
|
2020
Q1 | $49K | Hold |
3,453
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q4 | $81K | Hold |
3,453
| – | – | ﹤0.01% | 1633 |
|
|
2019
Q3 | $82K | Sell |
3,453
-526
| -13% | -$13.9K | ﹤0.01% | 1593 |
|
|
2019
Q2 | $117K | Hold |
3,979
| – | – | 0.01% | 1405 |
|
|
2019
Q1 | $95K | Hold |
3,979
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q4 | $101K | Hold |
3,979
| – | – | 0.01% | 1370 |
|
|
2018
Q3 | $102K | Hold |
3,979
| – | – | ﹤0.01% | 1551 |
|
|
2018
Q2 | $91K | Sell |
3,979
-693
| -15% | -$18.4K | ﹤0.01% | 1607 |
|
|
2018
Q1 | $119K | Hold |
4,672
| – | – | 0.01% | 1380 |
|
|
2017
Q4 | $123K | Hold |
4,672
| – | – | 0.01% | 1385 |
|
|
2017
Q3 | $124K | Hold |
4,672
| – | – | 0.01% | 1326 |
|
|
2017
Q2 | $144K | Sell |
4,672
-566
| -11% | -$14.9K | 0.01% | 1238 |
|
|
2017
Q1 | $122K | Buy |
+5,238
| New | +$117K | 0.01% | 1318 |
|
Other funds holding HRB
VPM
VCM
Ameritas Investment Partners's HRB Position: Q1 2026 in Review
Ameritas Investment Partners increased its H&R Block (HRB) stake by 0.79% in Q1 2026, buying an estimated $6.34K and bringing the position to 23,352 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #712.
Ameritas Investment Partners first reported a position in HRB in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.82M in Q3 2024. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Ameritas Investment Partners held 23,352 shares of H&R Block worth $741K as of Q1 2026.
- Ameritas Investment Partners bought 182 H&R Block shares in Q1 2026, an estimated $6.34K.
- H&R Block made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #712 holding.
- Ameritas Investment Partners first reported a position in H&R Block in Q1 2017 and has held it in 37 quarters since.
- Ameritas Investment Partners's H&R Block position peaked at $1.82M in Q3 2024.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.