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NBC Securities’s H&R Block HRB Stock Holding History

NBC Securities’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
-24
Closed -$1.04K – 2694
2025
Q4 		$1.04K Hold
24
– – ﹤0.01% 2530
2025
Q3 		$1.21K Buy
+24
New +$1.27K ﹤0.01% 2505
2025
Q2 		– Sell
-16,204
Closed -$889K – 2491
2025
Q1 		$889K Buy
16,204
+16,189
+107,927% +$865K 0.08% 279
2024
Q4 		$803 Buy
+15
New +$881 0.07% 292

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

NBC Securities's HRB Position: Q1 2026 in Review

NBC Securities sold out of H&R Block (HRB) in Q1 2026, closing a stake of 24 shares — an estimated $1.04K sold.

NBC Securities first reported a position in HRB in Q4 2024 and held it in 4 quarters. The position peaked at $889K in Q1 2025. 485 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • NBC Securities reported no remaining H&R Block position as of Q1 2026 after selling out during the quarter.
  • NBC Securities sold 24 H&R Block shares in Q1 2026, an estimated $1.04K.
  • NBC Securities first reported a position in H&R Block in Q4 2024 and held it in 4 quarters.
  • NBC Securities's H&R Block position peaked at $889K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.