Bessemer Group’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 | $13K | Buy |
434
+16
| +4% | +$558 | ﹤0.01% | 2044 |
|
|
2025
Q4 | $18K | Sell |
418
-2,477
| -86% | -$116K | ﹤0.01% | 1918 |
|
|
2025
Q3 | $146K | Buy |
2,895
+659
| +29% | +$34.8K | ﹤0.01% | 1202 |
|
|
2025
Q2 | $123K | Buy |
2,236
+8
| +0.4% | +$462 | ﹤0.01% | 1177 |
|
|
2025
Q1 | $122K | Sell |
2,228
-378
| -15% | -$20.2K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $138K | Buy |
2,606
+148
| +6% | +$8.7K | ﹤0.01% | 1144 |
|
|
2024
Q3 | $156K | Buy |
2,458
+218
| +10% | +$13K | ﹤0.01% | 1176 |
|
|
2024
Q2 | $122K | Hold |
2,240
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q1 | $110K | Hold |
2,240
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q4 | $108K | Hold |
2,240
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q3 | $97K | Sell |
2,240
-130
| -5% | -$4.8K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $75K | Buy |
2,370
+123
| +5% | +$3.97K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $80K | Sell |
2,247
-511
| -19% | -$18.9K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $102K | Sell |
2,758
-281
| -9% | -$11.4K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $128K | Buy |
3,039
+636
| +26% | +$26.9K | ﹤0.01% | 977 |
|
|
2022
Q2 | $85K | Sell |
2,403
-6,591
| -73% | -$203K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $234K | Sell |
8,994
-169
| -2% | -$4.1K | ﹤0.01% | 795 |
|
|
2021
Q4 | $216K | Buy |
9,163
+169
| +2% | +$4.1K | ﹤0.01% | 822 |
|
|
2021
Q3 | $225K | Buy |
8,994
+6,822
| +314% | +$170K | ﹤0.01% | 757 |
|
|
2021
Q2 | $51K | Sell |
2,172
-175
| -7% | -$4.14K | ﹤0.01% | 1062 |
|
|
2021
Q1 | $52K | Buy |
2,347
+609
| +35% | +$11.5K | ﹤0.01% | 1000 |
|
|
2020
Q4 | $28K | Sell |
1,738
-18,801
| -92% | -$325K | ﹤0.01% | 1114 |
|
|
2020
Q3 | $335K | Sell |
20,539
-2,412
| -11% | -$35.5K | ﹤0.01% | 600 |
|
|
2020
Q2 | $328K | Sell |
22,951
-116,972
| -84% | -$1.85M | ﹤0.01% | 1055 |
|
|
2020
Q1 | $1.97M | Sell |
139,923
-2,125,984
| -94% | -$44.5M | 0.01% | 440 |
|
|
2019
Q4 | $53.2M | Sell |
2,265,907
-3,425
| -0.2% | -$82.2K | 0.17% | 147 |
|
|
2019
Q3 | $53.6M | Buy |
2,269,332
+33,531
| +1% | +$887K | 0.19% | 139 |
|
|
2019
Q2 | $65.5M | Buy |
2,235,801
+1,506,977
| +207% | +$40.5M | 0.22% | 135 |
|
|
2019
Q1 | $17.4M | Buy |
728,824
+193,318
| +36% | +$4.75M | 0.07% | 181 |
|
|
2018
Q4 | $13.6M | Buy |
535,506
+433,210
| +423% | +$11.6M | 0.06% | 176 |
|
|
2018
Q3 | $2.63M | Sell |
102,296
-11,415
| -10% | -$290K | 0.01% | 331 |
|
|
2018
Q2 | $2.59M | Buy |
113,711
+26,455
| +30% | +$702K | 0.01% | 344 |
|
|
2018
Q1 | $2.22M | Sell |
87,256
-5,664
| -6% | -$149K | 0.01% | 386 |
|
|
2017
Q4 | $2.44M | Buy |
92,920
+21,319
| +30% | +$553K | 0.01% | 360 |
|
|
2017
Q3 | $1.9M | Buy |
+71,601
| New | +$2.08M | 0.01% | 456 |
|
|
2017
Q2 | – | Sell |
-218
| Closed | -$5K | – | 1866 |
|
|
2017
Q1 | $5K | Buy |
+218
| New | +$4.88K | ﹤0.01% | 1608 |
|
|
2016
Q4 | – | Sell |
-414
| Closed | -$10K | – | 1993 |
|
|
2016
Q3 | $10K | Hold |
414
| – | – | ﹤0.01% | 1522 |
|
|
2016
Q2 | $10K | Buy |
414
+293
| +242% | +$6.51K | ﹤0.01% | 1078 |
|
|
2016
Q1 | $3K | Buy |
+121
| New | +$3.8K | ﹤0.01% | 1333 |
|
|
2015
Q4 | – | Sell |
-36
| Closed | -$1K | – | 1643 |
|
|
2015
Q3 | $1K | Buy |
+36
| New | +$1.22K | ﹤0.01% | 1536 |
|
|
2015
Q2 | – | Sell |
-135
| Closed | -$4K | – | 1540 |
|
|
2015
Q1 | $4K | Buy |
+135
| New | +$4.52K | ﹤0.01% | 1372 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$22K | – | 1294 |
|
|
2013
Q2 | $22K | Buy |
+800
| New | +$22.8K | ﹤0.01% | 900 |
|
Other funds holding HRB
VPM
VCM
Bessemer Group's HRB Position: Q1 2026 in Review
Bessemer Group increased its H&R Block (HRB) stake by 3.8% in Q1 2026, buying an estimated $558 and bringing the position to 434 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.
Bessemer Group first reported a position in HRB in Q2 2013 and has held it in 42 quarters since. The position peaked at $65.5M in Q2 2019. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Bessemer Group held 434 shares of H&R Block worth $13K as of Q1 2026.
- Bessemer Group bought 16 H&R Block shares in Q1 2026, an estimated $558.
- H&R Block made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2044 holding.
- Bessemer Group first reported a position in H&R Block in Q2 2013 and has held it in 42 quarters since.
- Bessemer Group's H&R Block position peaked at $65.5M in Q2 2019.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.