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Jefferies Financial Group’s H&R Block HRB Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-45,038
Closed -$1.96M – 1948
2025
Q4 		$1.96M Buy
45,038
+18,225
+68% +$852K 0.01% 816
2025
Q3 		$1.36M Buy
+26,813
New +$1.42M 0.01% 770
2025
Q2 		– Sell
-17,499
Closed -$961K – 1541
2025
Q1 		$961K Buy
17,499
+12,741
+268% +$681K 0.01% 825
2024
Q4 		$251K Buy
+4,758
New +$280K ﹤0.01% 1311
2024
Q3 		– Sell
-5,280
Closed -$286K – 1581
2024
Q2 		$286K Sell
5,280
-6,220
-54% -$310K ﹤0.01% 1125
2024
Q1 		$565K Sell
11,500
-10,000
-47% -$475K 0.01% 1027
2023
Q4 		$1.04M Buy
+21,500
New +$958K 0.01% 933
2023
Q2 		– Sell
-28,155
Closed -$992K – 1827
2023
Q1 		$992K Buy
+28,155
New +$1.04M 0.01% 896

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's HRB Position: Q1 2026 in Review

Jefferies Financial Group sold out of H&R Block (HRB) in Q1 2026, closing a stake of 45,038 shares — an estimated $1.96M sold.

Jefferies Financial Group first reported a position in HRB in Q1 2023 and held it in 8 quarters. The position peaked at $1.96M in Q4 2025. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Jefferies Financial Group reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 45,038 H&R Block shares in Q1 2026, an estimated $1.96M.
  • Jefferies Financial Group first reported a position in H&R Block in Q1 2023 and held it in 8 quarters.
  • Jefferies Financial Group's H&R Block position peaked at $1.96M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.